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.4 years Filed as: STRATEGIC ADVISORS , INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,318 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 13 · EIN 04-2647786 | Contract Administrator | $6,200 |
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 | $252,289 | $92,090+174.0% | $106,201+137.6% | $77,671+224.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 16.46% | 17.89%-1.4pp | 116.26%-99.8pp | 31.21%-14.7pp |
| Employer contribution / active EE | $26,852 | $3,368+697.2% | $3,170+747.2% | $2,726+884.9% |
| Participant deferral / active EE | $18,760 | $5,386+248.3% | $5,012+274.3% | $4,648+303.6% |
| Admin fee / account holder | $64 | $219-70.6% | $11,039-99.4% | $430-85.0% |