Filed December 4, 2018 (most recent of 2 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $116,810 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $74,840 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,538 |
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 | $123,610 | $53,199+132.4% | $155,567-20.5% | $199,768-38.1% |
| Participation rate | 98.1% | 64.1%+34.0pp | 78.2%+19.9pp | 72.0%+26.1pp |
| Annual return | 12.71% | 41.17%-28.5pp | 64.74%-52.0pp | 34.26%-21.6pp |
| Employer contribution / active EE | $3,770 | $1,852+103.5% | $4,674-19.3% | $3,037+24.2% |
| Participant deferral / active EE | $6,772 | $3,163+114.1% | $5,628+20.3% | $5,090+33.1% |
| Admin fee / account holder | $104 | $186-43.9% | $15,916-99.3% | $269-61.3% |