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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,043 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,372 |
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 | $58,306 | $119,446-51.2% | $150,045-61.1% | $85,563-31.9% |
| Participation rate | 84.5% | 75.4%+9.1pp | 82.3%+2.2pp | 66.0%+18.5pp |
| Annual return | 18.64% | 23.72%-5.1pp | 62.55%-43.9pp | 31.51%-12.9pp |
| Employer contribution / active EE | $333 | $4,078-91.8% | $4,693-92.9% | $2,654-87.5% |
| Participant deferral / active EE | $6,185 | $7,985-22.5% | $7,997-22.7% | $4,375+41.4% |
| Admin fee / account holder | $70 | $548-87.3% | $13,435-99.5% | $834-91.6% |