Filed September 22, 2023 (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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $196,066 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $95,879 |
AMERICAN FUNDS10+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $48,692 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $38,502 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,742 | $2,679,533-92.4% | $164,813+23.0% | $199,593+1.6% |
| Participation rate | 89.3% | 78.3%+10.9pp | 78.6%+10.7pp | 72.0%+17.3pp |
| Annual return | 16.42% | 17.93%-1.5pp | 69.93%-53.5pp | 34.25%-17.8pp |
| Employer contribution / active EE | $4,648 | $2,970+56.5% | $4,341+7.1% | $3,034+53.2% |
| Participant deferral / active EE | $9,507 | $5,010+89.8% | $6,031+57.6% | $5,087+86.9% |
| Admin fee / account holder | $159 | $1,982-92.0% | $12,690-98.7% | $269-40.9% |