Filed November 27, 2018
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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $118,868 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $48,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,361 |
Filed as: FIDELITY HEALTH INSURANCE SERVICES Service code 55 · EIN 47-2554588 | Other Commissions | $0 |
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 | $165,703 | $122,693+35.1% | $184,203-10.0% | $199,593-17.0% |
| Participation rate | 98.8% | 86.8%+12.0pp | 86.8%+12.0pp | 72.0%+26.9pp |
| Annual return | 15.15% | 143.91%-128.8pp | 28.81%-13.7pp | 34.25%-19.1pp |
| Employer contribution / active EE | $4,730 | $4,584+3.2% | $6,427-26.4% | $3,034+55.9% |
| Participant deferral / active EE | $7,190 | $7,990-10.0% | $9,131-21.3% | $5,087+41.3% |
| Admin fee / account holder | $57 | $121-52.6% | $13,901-99.6% | $269-78.8% |