Filed April 18, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $606,602 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,902 |
Service code 10 · EIN 93-1238515 | Accounting | $56,250 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC. Service code 13 · EIN 58-1707262 | Contract Administrator | $270 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $185 |
Filed as: THE VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $129 |
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 | $106,401 | $67,679+57.2% | $155,509-31.6% | $99,062+7.4% |
| Participation rate | 89.2% | 67.2%+22.0pp | 78.2%+11.0pp | 71.6%+17.6pp |
| Annual return | 13.72% | 16.16%-2.4pp | 64.67%-50.9pp | 17.66%-3.9pp |
| Employer contribution / active EE | $4,549 | $2,268+100.5% | $4,672-2.6% | $3,262+39.5% |
| Participant deferral / active EE | $7,337 | $3,828+91.6% | $5,626+30.4% | $5,331+37.6% |
| Admin fee / account holder | $122 | $94+29.9% | $15,912-99.2% | $109+11.7% |