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 CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $264,572 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,037 |
Filed as: EMPOWER ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $160 |
Filed as: VOYA Service code 15 · EIN 71-0294708 | Recordkeeping | $105 |
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 | $82,754 | $50,127+65.1% | $149,673-44.7% | $80,160+3.2% |
| Participation rate | 95.3% | 64.3%+31.1pp | 78.8%+16.6pp | 72.9%+22.4pp |
| Annual return | 20.25% | 29.82%-9.6pp | 134.42%-114.2pp | 40.38%-20.1pp |
| Employer contribution / active EE | $4,531 | $1,865+143.0% | $4,818-5.9% | $2,978+52.2% |
| Participant deferral / active EE | $7,665 | $3,194+140.0% | $5,680+34.9% | $5,017+52.8% |
| Admin fee / account holder | $47 | $153-69.1% | $13,210-99.6% | $145-67.5% |