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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,598 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$21,580 |
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 | $119,703 | $88,982+34.5% | $102,438+16.9% | $77,671+54.1% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 14.97% | 25.01%-10.0pp | 29.37%-14.4pp | 31.21%-16.2pp |
| Employer contribution / active EE | $3,957 | $2,698+46.7% | $3,024+30.9% | $2,726+45.1% |
| Participant deferral / active EE | $5,849 | $5,144+13.7% | $5,054+15.7% | $4,648+25.8% |
| Admin fee / account holder | $6 | $236-97.7% | $9,448-99.9% | $430-98.7% |