Filed February 19, 2020 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $9,711 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 14 · EIN 04-2647786 | Plan Administrator | $2,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,051 | $89,808+54.8% | $100,391+38.5% | $77,643+79.1% |
| Participation rate | 96.4% | 81.2%+15.2pp | 81.5%+15.0pp | 70.6%+25.9pp |
| Annual return | 14.46% | 20.62%-6.2pp | 49.20%-34.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $8,043 | $3,039+164.7% | $3,942+104.1% | $2,726+195.1% |
| Participant deferral / active EE | $10,782 | $8,284+30.2% | $8,082+33.4% | $4,647+132.0% |
| Admin fee / account holder | $12 | $174-92.9% | $7,899-99.8% | $430-97.1% |