Filed September 19, 2019
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 |
|---|---|---|
BCG SECURITIES10+ years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $109,566 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $93,579 |
EISNERAMPER LLP10+ years Service code 10 · EIN 87-1363769 | Accounting | $26,900 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,734 |
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 | $111,803 | $92,055+21.5% | $106,213+5.3% | $77,643+44.0% |
| Participation rate | 95.2% | 81.0%+14.2pp | 75.3%+19.9pp | 70.6%+24.6pp |
| Annual return | 15.82% | 17.91%-2.1pp | 116.14%-100.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,590 | $3,367-23.1% | $3,171-18.3% | $2,726-5.0% |
| Participant deferral / active EE | $6,997 | $5,386+29.9% | $5,016+39.5% | $4,647+50.6% |
| Admin fee / account holder | $281 | $219+28.4% | $11,033-97.5% | $430-34.7% |