Filed April 4, 2019 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,839 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,766 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,204 | $98,727-23.8% | $113,168-33.5% | $85,563-12.1% |
| Participation rate | 86.0% | 80.8%+5.2pp | 76.6%+9.4pp | 66.0%+20.0pp |
| Annual return | 18.02% | 17.43%+0.6pp | 24.27%-6.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $2,281 | $2,907-21.5% | $2,975-23.3% | $2,654-14.0% |
| Participant deferral / active EE | $5,560 | $5,424+2.5% | $5,107+8.9% | $4,375+27.1% |
| Admin fee / account holder | $181 | $357-49.2% | $12,068-98.5% | $834-78.3% |