Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $272,697 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,223,477 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $111,286 | $121,719-8.6% | $154,803-28.1% | $140,769-20.9% |
| Participation rate | 97.6% | 76.3%+21.4pp | 78.1%+19.6pp | 74.2%+23.5pp |
| Annual return | 19.78% | 19.22%+0.6pp | 58.88%-39.1pp | 16.82%+3.0pp |
| Employer contribution / active EE | $6,275 | $2,466+154.5% | $4,305+45.8% | $3,906+60.7% |
| Participant deferral / active EE | $8,230 | $5,384+52.8% | $5,540+48.5% | $6,717+22.5% |
| Admin fee / account holder | $51 | $71-27.8% | $14,329-99.6% | $229-77.7% |