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.
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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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,914 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,111 | $98,727+34.8% | $113,168+17.6% | $85,563+55.6% |
| Participation rate | 93.0% | 80.8%+12.2pp | 76.6%+16.4pp | 66.0%+27.0pp |
| Annual return | 18.28% | 17.43%+0.8pp | 24.27%-6.0pp | 31.51%-13.2pp |
| Employer contribution / active EE | $3,490 | $2,907+20.1% | $2,975+17.3% | $2,654+31.5% |
| Participant deferral / active EE | $7,615 | $5,424+40.4% | $5,107+49.1% | $4,375+74.1% |
| Admin fee / account holder | $66 | $357-81.6% | $12,068-99.5% | $834-92.1% |