Filed April 8, 2024 (most recent of 5 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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $558,155 |
Filed as: FIDELITY INVESTMENTS OPERATIONS Service code 13 · EIN 04-2647786 | Contract Administrator | $75,200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,694 | $152,281+174.3% | $106,201+293.3% | $99,061+321.7% |
| Participation rate | 99.2% | 92.2%+7.0pp | 75.3%+23.9pp | 71.6%+27.6pp |
| Annual return | 13.08% | 15.00%-1.9pp | 116.26%-103.2pp | 17.66%-4.6pp |
| Employer contribution / active EE | $13,670 | $5,348+155.6% | $3,170+331.3% | $3,261+319.2% |
| Participant deferral / active EE | $23,120 | $8,206+181.7% | $5,012+361.3% | $5,331+333.7% |
| Admin fee / account holder | $32 | $77-58.7% | $11,039-99.7% | $109-70.6% |