Filed July 28, 2024 (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 8-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 CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $891,469 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,950 |
NEPC, LLC6 years Service code 13 · EIN 26-1429809 | Contract Administrator | $89,794 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,849 | $73,283-26.5% | $155,509-65.4% | $106,382-49.4% |
| Participation rate | 89.5% | 73.3%+16.2pp | 78.2%+11.3pp | 69.9%+19.6pp |
| Annual return | 14.27% | 15.77%-1.5pp | 64.67%-50.4pp | 17.37%-3.1pp |
| Employer contribution / active EE | $230 | $2,247-89.8% | $4,672-95.1% | $3,364-93.2% |
| Participant deferral / active EE | $5,063 | $4,580+10.5% | $5,626-10.0% | $5,569-9.1% |
| Admin fee / account holder | $61 | $56+8.1% | $15,912-99.6% | $79-23.4% |