Filed October 25, 2019 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,614 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,326 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,372 | $106,110-51.6% | $147,005-65.1% | $77,671-33.9% |
| Participation rate | 82.3% | 78.4%+3.9pp | 82.2%+0.1pp | 70.6%+11.7pp |
| Annual return | 14.50% | 56.77%-42.3pp | 418.76%-404.3pp | 31.21%-16.7pp |
| Employer contribution / active EE | $360 | $4,065-91.2% | $4,934-92.7% | $2,726-86.8% |
| Participant deferral / active EE | $5,654 | $7,992-29.3% | $8,070-29.9% | $4,648+21.6% |
| Admin fee / account holder | $38 | $338-88.8% | $13,006-99.7% | $430-91.2% |