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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $402,665 |
Filed as: FIDELITY INVEST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $339,476 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $13,520 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,150 | $68,330-13.4% | $149,673-60.5% | $96,393-38.6% |
| Participation rate | 70.3% | 74.6%-4.3pp | 78.8%-8.5pp | 71.3%-1.0pp |
| Annual return | 21.25% | 29.64%-8.4pp | 134.42%-113.2pp | 22.88%-1.6pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $5,520 | $4,422+24.8% | $5,680-2.8% | $5,455+1.2% |
| Admin fee / account holder | $46 | $52-11.0% | $13,210-99.6% | $74-37.4% |