Filed March 5, 2021 (most recent of 5 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $708,364 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $58,872 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,572 |
COHNREZNICK LLP5 years Service code 10 · EIN 33-4144829 | Accounting | $1,000 |
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 | $108,474 | $73,283+48.0% | $155,509-30.2% | $106,382+2.0% |
| Participation rate | 70.4% | 73.3%-2.9pp | 78.2%-7.8pp | 69.9%+0.5pp |
| Annual return | 15.64% | 15.77%-0.1pp | 64.67%-49.0pp | 17.37%-1.7pp |
| Employer contribution / active EE | $2,203 | $2,247-2.0% | $4,672-52.9% | $3,364-34.5% |
| Participant deferral / active EE | $4,127 | $4,580-9.9% | $5,626-26.6% | $5,569-25.9% |
| Admin fee / account holder | $62 | $56+10.5% | $15,912-99.6% | $79-21.7% |