Filed October 6, 2016
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $239,564 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $178,160 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $145,339 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US,LLP Service code 10 · EIN 39-0859910 | Accounting | $40,950 |
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 | $145,413 | $151,876-4.3% | $113,168+28.5% | $117,739+23.5% |
| Participation rate | 92.7% | 92.5%+0.2pp | 76.6%+16.2pp | 76.6%+16.1pp |
| Annual return | 21.16% | 15.75%+5.4pp | 24.27%-3.1pp | 17.29%+3.9pp |
| Employer contribution / active EE | $5,148 | $4,598+11.9% | $2,975+73.0% | $3,746+37.4% |
| Participant deferral / active EE | $10,273 | $7,767+32.3% | $5,107+101.2% | $6,128+67.6% |
| Admin fee / account holder | $91 | $70+30.5% | $12,068-99.2% | $112-18.4% |