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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,739 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,218 |
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 | $174,757 | $102,204+71.0% | $145,661+20.0% | $85,563+104.2% |
| Participation rate | 93.0% | 70.6%+22.4pp | 77.2%+15.8pp | 66.0%+27.0pp |
| Annual return | 16.30% | 16.68%-0.4pp | 101.46%-85.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,322 | $3,600-35.5% | $4,238-45.2% | $2,654-12.5% |
| Participant deferral / active EE | $9,526 | $5,729+66.3% | $7,198+32.3% | $4,375+117.7% |
| Admin fee / account holder | -$142 | $647-121.9% | $12,466-101.1% | $834-117.0% |