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) | $7,826 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,590 | $88,581+42.9% | $145,661-13.1% | $74,304+70.4% |
| Participation rate | 82.4% | 64.9%+17.4pp | 77.2%+5.1pp | 60.3%+22.0pp |
| Annual return | 15.69% | 34.30%-18.6pp | 101.46%-85.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,641 | $2,612+39.4% | $4,238-14.1% | $2,241+62.5% |
| Participant deferral / active EE | $7,169 | $4,151+72.7% | $7,198-0.4% | $3,767+90.3% |
| Admin fee / account holder | $102 | $2,953-96.5% | $12,466-99.2% | $2,969-96.6% |