Filed September 12, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $165,122 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $105,198 |
AON CONSULTING8 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $43,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,218 | $110,299+42.5% | $102,423+53.5% | $199,593-21.2% |
| Participation rate | 88.3% | 86.3%+2.0pp | 76.5%+11.8pp | 72.0%+16.3pp |
| Annual return | 17.37% | 35.73%-18.4pp | 29.32%-12.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $7,105 | $3,603+97.2% | $3,023+135.0% | $3,034+134.2% |
| Participant deferral / active EE | $11,240 | $6,376+76.3% | $5,053+122.4% | $5,087+121.0% |
| Admin fee / account holder | $94 | $122-23.5% | $9,451-99.0% | $269-65.2% |