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 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% |