Filed April 12, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $241,083 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $174,826 |
Filed as: MORGAN STANLEY FIDUCIARY CONSULTING Service code 16 · EIN 11-3658445 | Consulting | $61,021 |
COOK STREET CONSULTING7 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $59,992 |
CBIZ RETIREMENT PLAN SERVICES10+ years Service code 16 · EIN 31-1582098 | Consulting | $12,315 |
SCHNEIDER DOWNS & CO., INC.7 years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 10 · EIN 25-1408703 | Accounting | $7,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,012 | $128,899+17.2% | $113,168+33.4% | $102,872+46.8% |
| Participation rate | 99.0% | 87.0%+12.0pp | 76.6%+22.4pp | 73.0%+26.0pp |
| Annual return | 14.71% | 15.88%-1.2pp | 24.27%-9.6pp | 19.06%-4.3pp |
| Employer contribution / active EE | $4,981 | $3,713+34.2% | $2,975+67.4% | $3,526+41.3% |
| Participant deferral / active EE | $8,111 | $6,787+19.5% | $5,107+58.8% | $5,535+46.5% |
| Admin fee / account holder | $133 | $129+2.9% | $12,068-98.9% | $292-54.4% |