Filed November 17, 2021 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,048 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,063 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,209 | $81,233-40.7% | $155,567-69.0% | $80,874-40.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 15.31% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $8,547 | $3,101+175.6% | $4,674+82.9% | $2,756+210.1% |
| Participant deferral / active EE | $100,030 | $3,452+2797.6% | $5,628+1677.4% | $4,297+2227.9% |
| Admin fee / account holder | $11 | $7,998-99.9% | $15,916-99.9% | $6,935-99.8% |