Filed February 28, 2022
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $229,923 |
CREATIVE PLANNING LLC2 years Service code 16 · EIN 43-1270780 | Consulting | $64,950 |
GREERWALKER LLP1 year Filed as: GREER WALKER LLP Service code 16 · EIN 56-1434747 | Consulting | $38,925 |
KREISCHER MILLER6 years Service code 16 · EIN 23-1980475 | Consulting | $37,521 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,231 |
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 | $171,966 | $123,077+39.7% | $116,228+48.0% | $102,872+67.2% |
| Participation rate | 97.1% | 87.0%+10.1pp | 74.6%+22.5pp | 73.0%+24.1pp |
| Annual return | 17.33% | 15.84%+1.5pp | 90.06%-72.7pp | 19.06%-1.7pp |
| Employer contribution / active EE | $9,942 | $4,380+127.0% | $2,994+232.0% | $3,526+181.9% |
| Participant deferral / active EE | $9,963 | $6,746+47.7% | $4,953+101.1% | $5,535+80.0% |
| Admin fee / account holder | $97 | $115-16.2% | $11,989-99.2% | $292-66.9% |