Filed May 30, 2023 (most recent of 6 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) | $33,374 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$20,199 |
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 | $124,575 | $98,727+26.2% | $113,168+10.1% | $85,563+45.6% |
| Participation rate | 94.0% | 80.8%+13.2pp | 76.6%+17.4pp | 66.0%+28.0pp |
| Annual return | 15.13% | 17.43%-2.3pp | 24.27%-9.1pp | 31.51%-16.4pp |
| Employer contribution / active EE | $3,083 | $2,907+6.1% | $2,975+3.6% | $2,654+16.2% |
| Participant deferral / active EE | $6,822 | $5,424+25.8% | $5,107+33.6% | $4,375+55.9% |
| Admin fee / account holder | $18 | $357-95.1% | $12,068-99.9% | $834-97.9% |