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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $217,919 |
Filed as: FIDELITY INVEST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $94,668 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $11,442 |
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 | $47,761 | $58,202-17.9% | $172,739-72.4% | $89,569-46.7% |
| Participation rate | 67.3% | 72.8%-5.5pp | 82.6%-15.3pp | 69.6%-2.3pp |
| Annual return | 25.70% | 61.59%-35.9pp | 802.84%-777.1pp | 34.56%-8.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,134 | $3,335+24.0% | $5,198-20.5% | $4,220-2.0% |
| Admin fee / account holder | $25 | $53-51.5% | $13,954-99.8% | $72-64.4% |