Filed April 4, 2016 (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 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 INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $20,017 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,980 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,166 | $62,324+27.0% | $68,509+15.6% | $55,191+43.4% |
| Participation rate | 91.3% | 78.9%+12.5pp | 74.7%+16.6pp | 69.2%+22.2pp |
| Annual return | -8.46% | 4.26%-12.7pp | 8.27%-16.7pp | 10.78%-19.2pp |
| Employer contribution / active EE | $2,258 | $2,223+1.6% | $2,278-0.9% | $1,899+18.9% |
| Participant deferral / active EE | $6,345 | $3,425+85.3% | $3,382+87.6% | $3,046+108.3% |
| Admin fee / account holder | $62 | $91-32.0% | $5,275-98.8% | $91-31.5% |