Filed January 11, 2017 (most recent of 3 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) | $203,070 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $111,776 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,607 | $151,876+16.3% | $113,168+56.1% | $117,739+50.0% |
| Participation rate | 93.4% | 92.5%+0.8pp | 76.6%+16.8pp | 76.6%+16.7pp |
| Annual return | 22.68% | 15.75%+6.9pp | 24.27%-1.6pp | 17.29%+5.4pp |
| Employer contribution / active EE | $2,763 | $4,598-39.9% | $2,975-7.1% | $3,746-26.2% |
| Participant deferral / active EE | $7,320 | $7,767-5.8% | $5,107+43.3% | $6,128+19.4% |
| Admin fee / account holder | $41 | $70-41.0% | $12,068-99.7% | $112-63.1% |