Filed December 28, 2020 (most recent of 4 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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $206,026 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,706 |
FID INV INST OPS CO8 years Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,215 | $57,610+464.5% | $154,803+110.1% | $102,872+216.1% |
| Participation rate | 89.4% | 59.5%+30.0pp | 78.1%+11.3pp | 73.0%+16.4pp |
| Annual return | 20.66% | 30.49%-9.8pp | 58.88%-38.2pp | 19.06%+1.6pp |
| Employer contribution / active EE | $3 | $1,883-99.8% | $4,305-99.9% | $3,526-99.9% |
| Participant deferral / active EE | $17,317 | $2,914+494.2% | $5,540+212.6% | $5,535+212.9% |
| Admin fee / account holder | $114 | $368-68.9% | $14,329-99.2% | $292-60.8% |