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 | $2,693,615 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,531,810 |
FID INV INST OPS CO7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,267 | $83,057-19.0% | $143,757-53.2% | $89,394-24.8% |
| Participation rate | 69.0% | 74.0%-5.1pp | 80.3%-11.3pp | 71.3%-2.3pp |
| Annual return | -15.88% | -13.97%-1.9pp | -0.04%-15.8pp | -11.89%-4.0pp |
| Employer contribution / active EE | $2,037 | $2,095-2.8% | $4,951-58.9% | $3,022-32.6% |
| Participant deferral / active EE | $4,798 | $4,281+12.1% | $5,637-14.9% | $5,123-6.3% |
| Admin fee / account holder | $79 | $83-4.3% | $14,673-99.5% | $790% |