Filed August 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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $312,019 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,681 |
Filed as: EMPOWER ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $300 |
Filed as: VOYA Service code 15 · EIN 71-0294708 | Recordkeeping | $90 |
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 | $95,139 | $53,136+79.0% | $155,509-38.8% | $199,593-52.3% |
| Participation rate | 87.7% | 64.1%+23.7pp | 78.2%+9.6pp | 72.0%+15.8pp |
| Annual return | 14.15% | 41.15%-27.0pp | 64.67%-50.5pp | 34.25%-20.1pp |
| Employer contribution / active EE | $4,481 | $1,851+142.1% | $4,672-4.1% | $3,034+47.7% |
| Participant deferral / active EE | $7,241 | $3,161+129.1% | $5,626+28.7% | $5,087+42.3% |
| Admin fee / account holder | $57 | $185-69.2% | $15,912-99.6% | $269-78.7% |