Filed June 29, 2023 (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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,150 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$42,221 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,689 | $65,908+99.8% | $81,812+61.0% | $77,643+69.6% |
| Participation rate | 96.6% | 65.8%+30.8pp | 72.3%+24.3pp | 70.6%+26.0pp |
| Annual return | 18.63% | 26.64%-8.0pp | 773.79%-755.2pp | 31.24%-12.6pp |
| Employer contribution / active EE | $3,532 | $2,370+49.0% | $2,912+21.3% | $2,726+29.6% |
| Participant deferral / active EE | $11,058 | $3,505+215.4% | $4,319+156.0% | $4,647+137.9% |
| Admin fee / account holder | -$41 | $526-107.7% | $7,386-100.5% | $430-109.4% |