Filed November 27, 2017
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,317 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$122,883 |
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 | $99,030 | $82,917+19.4% | $103,333-4.2% | $77,643+27.5% |
| Participation rate | 89.2% | 71.6%+17.6pp | 74.5%+14.7pp | 70.6%+18.6pp |
| Annual return | 15.27% | 19.13%-3.9pp | 24.88%-9.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,886 | $3,552-18.7% | $3,868-25.4% | $2,726+5.9% |
| Participant deferral / active EE | $7,224 | $4,108+75.8% | $5,057+42.8% | $4,647+55.4% |
| Admin fee / account holder | -$108 | $638-116.9% | $8,355-101.3% | $430-125.1% |