Filed January 4, 2018
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,381 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $55,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$76,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,926 | $145,877+4.8% | $150,045+1.9% | $102,872+48.7% |
| Participation rate | 89.9% | 79.8%+10.0pp | 82.3%+7.6pp | 73.0%+16.9pp |
| Annual return | 18.57% | 21.37%-2.8pp | 62.55%-44.0pp | 19.06%-0.5pp |
| Employer contribution / active EE | $2,541 | $4,710-46.0% | $4,693-45.9% | $3,526-27.9% |
| Participant deferral / active EE | $12,543 | $9,491+32.1% | $7,997+56.8% | $5,535+126.6% |
| Admin fee / account holder | $39 | $176-77.8% | $13,435-99.7% | $292-86.7% |