Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 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 INVEST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $176,517 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $128,529 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $20,691 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,088 | $53,684-19.7% | $170,442-74.7% | $80,976-46.8% |
| Participation rate | 61.0% | 69.2%-8.2pp | 83.6%-22.6pp | 68.3%-7.3pp |
| Annual return | 20.38% | 25.97%-5.6pp | 205.93%-185.6pp | 22.91%-2.5pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,458 | $3,017+14.6% | $4,939-30.0% | $3,848-10.1% |
| Admin fee / account holder | $30 | $46-35.1% | $13,880-99.8% | $67-55.4% |