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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $171,182 |
BANNER HEALTH10+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $130,000 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,821 |
FID INV INST OPS CO9 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,899 | $73,283-44.2% | $155,567-73.7% | $106,408-61.6% |
| Participation rate | 26.6% | 73.3%-46.7pp | 78.2%-51.6pp | 69.9%-43.3pp |
| Annual return | 15.37% | 15.76%-0.4pp | 64.74%-49.4pp | 17.37%-2.0pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,674-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $239 | $4,567-94.8% | $5,628-95.8% | $5,567-95.7% |
| Admin fee / account holder | $81 | $56+45.0% | $15,916-99.5% | $79+2.4% |