Filed January 4, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $37,065 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,866 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,835 | $59,054+18.3% | $97,226-28.2% | $77,643-10.1% |
| Participation rate | 95.4% | 67.9%+27.5pp | 72.7%+22.7pp | 70.6%+24.8pp |
| Annual return | 62.74% | 16.96%+45.8pp | 75.13%-12.4pp | 31.24%+31.5pp |
| Employer contribution / active EE | $1,685 | $1,742-3.3% | $2,729-38.2% | $2,726-38.2% |
| Participant deferral / active EE | $4,200 | $3,930+6.9% | $4,264-1.5% | $4,647-9.6% |
| Admin fee / account holder | $158 | $346-54.3% | $5,654-97.2% | $430-63.2% |