Filed December 7, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $459,858 |
Filed as: FIDELITY INV'S INST'L OP'S CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $357,550 |
RVK, INC.2 years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $110,835 |
SEYFARTH SHAW LLP7 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $61,765 |
Filed as: FIDELITY INVESTMENTS TAX-EXEMPT SER Service code 64 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Recordkeeping Fees | $47,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,913 | $118,464+19.8% | $96,544+47.0% | $103,482+37.1% |
| Participation rate | 94.6% | 89.0%+5.6pp | 76.0%+18.6pp | 73.3%+21.3pp |
| Annual return | 20.20% | 18.79%+1.4pp | 25.84%-5.6pp | 33.11%-12.9pp |
| Employer contribution / active EE | $6,491 | $4,210+54.2% | $2,965+118.9% | $3,208+102.4% |
| Participant deferral / active EE | $10,031 | $7,277+37.8% | $4,851+106.8% | $5,207+92.6% |
| Admin fee / account holder | $77 | $81-5.3% | $8,252-99.1% | $114-32.7% |