Filed July 10, 2024
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,151 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,162 | $88,890+30.7% | $102,423+13.4% | $77,643+49.6% |
| Participation rate | 92.6% | 80.9%+11.7pp | 76.5%+16.1pp | 70.6%+22.1pp |
| Annual return | 19.30% | 24.98%-5.7pp | 29.32%-10.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $3,248 | $2,698+20.4% | $3,023+7.4% | $2,726+19.2% |
| Participant deferral / active EE | $7,155 | $5,145+39.1% | $5,053+41.6% | $4,647+54.0% |
| Admin fee / account holder | $58 | $235-75.2% | $9,451-99.4% | $430-86.4% |