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. $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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $542,796 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $157,115 |
Service code 10 · EIN 93-1238515 | Accounting | $75,000 |
INVESCO1 year 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 | $210 |
Filed as: THE VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $125 |
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 | $90,525 | $59,339+52.6% | $149,673-39.5% | $103,482-12.5% |
| Participation rate | 88.4% | 70.2%+18.2pp | 78.8%+9.7pp | 73.3%+15.2pp |
| Annual return | 18.70% | 77.78%-59.1pp | 134.42%-115.7pp | 33.11%-14.4pp |
| Employer contribution / active EE | $4,139 | $2,178+90.1% | $4,818-14.1% | $3,208+29.0% |
| Participant deferral / active EE | $6,800 | $3,716+83.0% | $5,680+19.7% | $5,207+30.6% |
| Admin fee / account holder | $102 | $103-0.6% | $13,210-99.2% | $114-10.2% |