Filed December 27, 2018 (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 |
|---|---|---|
Service code 10 · EIN 23-2723863 | Accounting | $12,855 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,797 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,340 | $131,799-23.9% | $200,582-50.0% | $85,563+17.3% |
| Participation rate | 96.0% | 87.9%+8.1pp | 86.9%+9.1pp | 66.0%+30.0pp |
| Annual return | 14.68% | 21.59%-6.9pp | 42.33%-27.7pp | 31.51%-16.8pp |
| Employer contribution / active EE | $3,808 | $4,532-16.0% | $6,419-40.7% | $2,654+43.5% |
| Participant deferral / active EE | $6,073 | $7,702-21.1% | $9,331-34.9% | $4,375+38.8% |
| Admin fee / account holder | $174 | $235-25.9% | $16,305-98.9% | $834-79.1% |