Filed September 14, 2018 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $79,042 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,117 | $148,970-7.3% | $136,007+1.6% | $199,593-30.8% |
| Participation rate | 36.0% | 79.4%-43.3pp | 76.5%-40.4pp | 72.0%-35.9pp |
| Annual return | 14.59% | 27.07%-12.5pp | 579.32%-564.7pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,381 | $3,561-61.2% | $4,217-67.2% | $3,034-54.5% |
| Participant deferral / active EE | $2,788 | $6,140-54.6% | $7,025-60.3% | $5,087-45.2% |
| Admin fee / account holder | $100 | $144-30.4% | $6,858-98.5% | $269-62.7% |