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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,573 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,150 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,130 | $61,058+116.4% | $71,209+85.6% | $85,563+54.4% |
| Participation rate | 95.0% | 58.6%+36.5pp | 73.8%+21.3pp | 66.0%+29.1pp |
| Annual return | 15.59% | 100.41%-84.8pp | 282.51%-266.9pp | 31.51%-15.9pp |
| Employer contribution / active EE | $4,014 | $2,199+82.6% | $2,721+47.5% | $2,654+51.3% |
| Participant deferral / active EE | $5,013 | $3,173+58.0% | $4,175+20.1% | $4,375+14.6% |
| Admin fee / account holder | -$4 | $855-100.5% | $5,349-100.1% | $834-100.5% |