Filed April 25, 2019
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,018 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,319 |
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 | $68,716 | $122,186-43.8% | $146,958-53.2% | $199,593-65.6% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 22.11% | 30.56%-8.4pp | 418.34%-396.2pp | 34.25%-12.1pp |
| Employer contribution / active EE | $2,111 | $4,093-48.4% | $4,933-57.2% | $3,034-30.4% |
| Participant deferral / active EE | $8,683 | $8,502+2.1% | $8,070+7.6% | $5,087+70.7% |
| Admin fee / account holder | $9 | $179-95.0% | $12,998-99.9% | $269-96.7% |