Filed July 19, 2023 (most recent of 3 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 | $261,962 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,511 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,860 | $199,593-80.0% | $69,647-42.8% | $199,593-80.0% |
| Participation rate | 88.8% | 72.0%+16.9pp | 66.5%+22.4pp | 72.0%+16.9pp |
| Annual return | 14.59% | 34.25%-19.7pp | 100.48%-85.9pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,898 | $3,034-4.5% | $1,712+69.2% | $3,034-4.5% |
| Participant deferral / active EE | $2,991 | $5,087-41.2% | $2,886+3.6% | $5,087-41.2% |
| Admin fee / account holder | $71 | $269-73.7% | $4,713-98.5% | $269-73.7% |