Filed September 13, 2021 (most recent of 5 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) | $22,958 |
FID INV INST OPS CO5+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $9,650 |
FID INV INST OPS CO5+ years Service code 60 | Sub-TA Fees | $0 |
Filed as: GALLAGHER BENEFITS SERVICES, INC. Service code 16 · EIN 36-0429197 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,581 | $84,948+114.9% | $70,449+159.2% | $73,409+148.7% |
| Participation rate | 98.6% | 79.9%+18.6pp | 75.1%+23.5pp | 72.2%+26.4pp |
| Annual return | 4.71% | 13.39%-8.7pp | 109.03%-104.3pp | 59.29%-54.6pp |
| Employer contribution / active EE | $5,050 | $2,834+78.2% | $2,737+84.5% | $2,234+126.1% |
| Participant deferral / active EE | $6,886 | $3,387+103.3% | $3,709+85.7% | $3,805+81.0% |
| Admin fee / account holder | $26 | $98-73.5% | $3,845-99.3% | $158-83.6% |