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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,307 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVMT. INST. OPERATIONS Service code 13 · EIN 04-2647786 | Contract Administrator | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,441 | $78,483+11.4% | $106,201-17.7% | $74,546+17.3% |
| Participation rate | 99.1% | 72.8%+26.3pp | 75.3%+23.9pp | 67.2%+31.9pp |
| Annual return | 34.89% | 15.94%+18.9pp | 116.26%-81.4pp | 1366.03%-1331.1pp |
| Employer contribution / active EE | $5,024 | $2,522+99.2% | $3,170+58.5% | $2,624+91.4% |
| Participant deferral / active EE | $18,162 | $4,320+320.4% | $5,012+262.4% | $4,347+317.8% |
| Admin fee / account holder | $4 | $2,236-99.8% | $11,039-100.0% | $1,944-99.8% |