Filed March 8, 2019 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $192,441 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,194 | $110,299+99.6% | $102,423+115.0% | $199,593+10.3% |
| Participation rate | 60.1% | 86.3%-26.2pp | 76.5%-16.4pp | 72.0%-11.9pp |
| Annual return | 16.21% | 35.73%-19.5pp | 29.32%-13.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $5,855 | $3,603+62.5% | $3,023+93.6% | $3,034+93.0% |
| Participant deferral / active EE | $9,196 | $6,376+44.2% | $5,053+82.0% | $5,087+80.8% |
| Admin fee / account holder | $88 | $122-28.0% | $9,451-99.1% | $269-67.3% |