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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,657 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $84,859 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $41,457 |
BERRY DUNN1 year Filed as: BERRY, DUNN, MCNEIL Service code 10 · EIN 01-0523282 | Accounting | $13,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,302 | $160,882-13.4% | $200,582-30.6% | $102,872+35.4% |
| Participation rate | 78.5% | 91.2%-12.6pp | 86.9%-8.3pp | 73.0%+5.5pp |
| Annual return | 20.04% | 18.15%+1.9pp | 42.33%-22.3pp | 19.06%+1.0pp |
| Employer contribution / active EE | $2,076 | $5,602-63.0% | $6,419-67.7% | $3,526-41.1% |
| Participant deferral / active EE | $8,123 | $9,300-12.7% | $9,331-12.9% | $5,535+46.8% |
| Admin fee / account holder | $198 | $125+58.4% | $16,305-98.8% | $292-32.4% |