Filed November 3, 2016
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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $97,694 |
SAIPH CAPITAL LLC4 years Service code 27 · EIN 86-2052065 | Advisory (Plan) | $67,589 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,153 | $110,299-33.7% | $102,423-28.6% | $199,593-63.3% |
| Participation rate | 99.4% | 86.3%+13.1pp | 76.5%+22.9pp | 72.0%+27.4pp |
| Annual return | 18.47% | 35.73%-17.3pp | 29.32%-10.8pp | 34.25%-15.8pp |
| Employer contribution / active EE | $2,993 | $3,603-16.9% | $3,023-1.0% | $3,034-1.3% |
| Participant deferral / active EE | $3,680 | $6,376-42.3% | $5,053-27.2% | $5,087-27.7% |
| Admin fee / account holder | $145 | $122+18.3% | $9,451-98.5% | $269-46.2% |