Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS.CO,INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,203,558 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,070,394 |
BANNER HEALTH6+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $289,511 |
FID INV INST OPS CO5 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,333 | $66,513+11.8% | $178,490-58.4% | $106,222-30.0% |
| Participation rate | 68.8% | 73.8%-5.0pp | 81.9%-13.1pp | 70.8%-2.0pp |
| Annual return | 17.60% | 21.81%-4.2pp | 151.07%-133.5pp | 21.69%-4.1pp |
| Employer contribution / active EE | $1,769 | $1,776-0.4% | $5,011-64.7% | $2,723-35.0% |
| Participant deferral / active EE | $4,018 | $3,679+9.2% | $5,202-22.8% | $4,600-12.7% |
| Admin fee / account holder | $74 | $53+38.2% | $13,984-99.5% | $78-5.7% |