Filed May 15, 2020
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,244 |
Filed as: FIDELITY INST. OPERATIONS COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $8,699 |
Filed as: FIDELITY INST. OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
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 | $77,164 | $65,376+18.0% | $87,100-11.4% | $65,185+18.4% |
| Participation rate | 83.1% | 75.3%+7.8pp | 76.9%+6.2pp | 70.2%+12.9pp |
| Annual return | 25.52% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,159 | $1,822+18.5% | $2,521-14.4% | $2,177-0.8% |
| Participant deferral / active EE | $4,363 | $3,388+28.8% | $4,049+7.8% | $3,514+24.2% |
| Admin fee / account holder | $82 | $520-84.2% | $7,497-98.9% | $847-90.3% |