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 |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $177,356 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $146,574 |
FID INV INST OPS CO8 years Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,194 | $57,610+653.7% | $154,803+180.5% | $102,872+322.1% |
| Participation rate | 97.6% | 59.5%+38.2pp | 78.1%+19.6pp | 73.0%+24.6pp |
| Annual return | 18.34% | 30.49%-12.1pp | 58.88%-40.5pp | 19.06%-0.7pp |
| Employer contribution / active EE | $27,438 | $1,883+1357.0% | $4,305+537.3% | $3,526+678.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $89 | $368-75.9% | $14,329-99.4% | $292-69.7% |