Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,749 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPER. COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | -$52,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,999 | $113,293-12.6% | $67,502+46.7% | $199,593-50.4% |
| Participation rate | 51.3% | 73.3%-22.0pp | 72.9%-21.5pp | 72.0%-20.6pp |
| Annual return | 14.62% | 15.88%-1.3pp | 3512.12%-3497.5pp | 34.25%-19.6pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,088 | $4,159+22.3% | $4,000+27.2% | $5,0870% |
| Admin fee / account holder | $54 | $103-47.0% | $3,998-98.6% | $269-79.8% |