Filed January 3, 2017
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 INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $41,409 |
HORAN SECURITIES INC8 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $22,990 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,193 | $58,778-16.3% | $129,207-61.9% | $77,643-36.6% |
| Participation rate | 52.7% | 59.2%-6.6pp | 69.6%-16.9pp | 70.6%-17.9pp |
| Annual return | 16.37% | 24.73%-8.4pp | 9417.33%-9401.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $737 | $1,952-62.3% | $4,153-82.3% | $2,726-73.0% |
| Participant deferral / active EE | $1,416 | $3,212-55.9% | $4,168-66.0% | $4,647-69.5% |
| Admin fee / account holder | $159 | $589-73.0% | $7,715-97.9% | $430-63.0% |