Filed April 1, 2022 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $664,146 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,620 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $98,373 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $26,100 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | -$10,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,876 | $67,679+46.1% | $155,509-36.4% | $99,062-0.2% |
| Participation rate | 93.6% | 67.2%+26.4pp | 78.2%+15.4pp | 71.6%+22.0pp |
| Annual return | 15.60% | 16.16%-0.6pp | 64.67%-49.1pp | 17.66%-2.1pp |
| Employer contribution / active EE | $3,495 | $2,268+54.1% | $4,672-25.2% | $3,262+7.1% |
| Participant deferral / active EE | $5,215 | $3,828+36.2% | $5,626-7.3% | $5,331-2.2% |
| Admin fee / account holder | $81 | $94-14.1% | $15,912-99.5% | $109-26.1% |