Filed August 8, 2019
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $77,922 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 11-3658445 | Consulting | $52,973 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,753 |
COOK STREET CONSULTING11+ years Service code 16 · EIN 11-3658446 | Consulting | $13,439 |
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 | $81,308 | $50,529+60.9% | $66,042+23.1% | $85,563-5.0% |
| Participation rate | 84.3% | 57.7%+26.6pp | 67.5%+16.8pp | 66.0%+18.3pp |
| Annual return | 18.64% | 18.34%+0.3pp | 52.11%-33.5pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,328 | $1,111+19.6% | $1,579-15.9% | $2,654-50.0% |
| Participant deferral / active EE | $5,434 | $2,768+96.3% | $2,835+91.6% | $4,375+24.2% |
| Admin fee / account holder | $204 | $1,005-79.7% | $5,747-96.4% | $834-75.5% |