Filed March 22, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,420 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,816 | $88,890+14.5% | $102,423-0.6% | $77,643+31.1% |
| Participation rate | 95.7% | 80.9%+14.8pp | 76.5%+19.2pp | 70.6%+25.2pp |
| Annual return | 16.45% | 24.98%-8.5pp | 29.32%-12.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $4,220 | $2,698+56.4% | $3,023+39.6% | $2,726+54.8% |
| Participant deferral / active EE | $7,153 | $5,145+39.0% | $5,053+41.6% | $4,647+53.9% |
| Admin fee / account holder | $43 | $235-81.9% | $9,451-99.6% | $430-90.1% |