Filed April 13, 2021
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 Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,657,003 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $132,139 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,493 | $244,991+23.1% | $106,213+183.9% | $106,382+183.4% |
| Participation rate | 97.6% | 88.4%+9.2pp | 75.3%+22.3pp | 69.9%+27.7pp |
| Annual return | 14.17% | 13.48%+0.7pp | 116.14%-102.0pp | 17.37%-3.2pp |
| Employer contribution / active EE | $9,840 | $8,816+11.6% | $3,171+210.3% | $3,364+192.6% |
| Participant deferral / active EE | $15,679 | $11,442+37.0% | $5,016+212.6% | $5,569+181.6% |
| Admin fee / account holder | $64 | $88-27.0% | $11,033-99.4% | $79-18.9% |