Filed August 21, 2015
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,003 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,824 |
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $14,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,521 | $122,239-42.3% | $184,203-61.7% | $74,495-5.3% |
| Participation rate | 91.4% | 85.5%+5.9pp | 86.8%+4.5pp | 67.2%+24.2pp |
| Annual return | 12.54% | 19.95%-7.4pp | 28.81%-16.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,467 | $4,537-23.6% | $6,427-46.1% | $2,623+32.2% |
| Participant deferral / active EE | $5,560 | $7,139-22.1% | $9,131-39.1% | $4,346+27.9% |
| Admin fee / account holder | $213 | $1,260-83.1% | $13,901-98.5% | $1,942-89.0% |