Filed February 24, 2023 (most recent of 2 filings on file)
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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,489 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$48,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,510 | $122,693+25.9% | $184,203-16.1% | $199,593-22.6% |
| Participation rate | 97.5% | 86.8%+10.7pp | 86.8%+10.7pp | 72.0%+25.5pp |
| Annual return | 18.15% | 143.91%-125.8pp | 28.81%-10.7pp | 34.25%-16.1pp |
| Employer contribution / active EE | $4,843 | $4,584+5.6% | $6,427-24.6% | $3,034+59.6% |
| Participant deferral / active EE | $12,220 | $7,990+52.9% | $9,131+33.8% | $5,087+140.2% |
| Admin fee / account holder | -$9 | $121-107.7% | $13,901-100.1% | $269-103.4% |