Filed July 19, 2022
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) | $15,672 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$48,567 |
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 | $175,420 | $89,588+95.8% | $136,007+29.0% | $77,643+125.9% |
| Participation rate | 91.3% | 74.3%+17.0pp | 76.5%+14.9pp | 70.6%+20.8pp |
| Annual return | 14.89% | 17.42%-2.5pp | 579.32%-564.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,139 | $3,491-38.7% | $4,217-49.3% | $2,726-21.5% |
| Participant deferral / active EE | $8,567 | $5,591+53.2% | $7,025+22.0% | $4,647+84.4% |
| Admin fee / account holder | -$72 | $539-113.4% | $6,858-101.1% | $430-116.8% |