Filed April 30, 2020 (most recent of 2 filings on file)
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 5-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 |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $381,673 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,309 |
Service code 16 · EIN 53-0181291 | Consulting | $80,663 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $79,710 |
Filed as: CBIZ CPA'S P.C. Service code 10 · EIN 43-1947695 | Accounting | $56,910 |
FID INV INST OPS CO3 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 | $88,542 | $73,283+20.8% | $155,509-43.1% | $106,382-16.8% |
| Participation rate | 59.1% | 73.3%-14.1pp | 78.2%-19.1pp | 69.9%-10.7pp |
| Annual return | 17.39% | 15.77%+1.6pp | 64.67%-47.3pp | 17.37%0pp |
| Employer contribution / active EE | $1,462 | $2,247-34.9% | $4,672-68.7% | $3,364-56.5% |
| Participant deferral / active EE | $5,202 | $4,580+13.6% | $5,626-7.5% | $5,569-6.6% |
| Admin fee / account holder | $62 | $56+10.4% | $15,912-99.6% | $79-21.8% |