Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $92,388 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,392 | $67,512-38.7% | $185,823-77.7% | $93,030-55.5% |
| Participation rate | 66.4% | 67.1%-0.7pp | 81.7%-15.3pp | 73.9%-7.5pp |
| Annual return | 12.65% | 21.04%-8.4pp | 122.05%-109.4pp | 158.70%-146.0pp |
| Employer contribution / active EE | $2,508 | $1,783+40.7% | $5,167-51.5% | $2,706-7.3% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $71 | $318-77.5% | $16,237-99.6% | $152-52.9% |