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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $485,901 |
Filed as: FIDELITY INV'S INST'L OP'S CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $201,576 |
RVK, INC.4 years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $117,585 |
SEYFARTH SHAW LLP9 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $97,938 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,049 | $151,876+17.9% | $113,168+58.2% | $117,739+52.1% |
| Participation rate | 94.5% | 92.5%+2.0pp | 76.6%+17.9pp | 76.6%+17.9pp |
| Annual return | -18.82% | 15.75%-34.6pp | 24.27%-43.1pp | 17.29%-36.1pp |
| Employer contribution / active EE | $9,116 | $4,598+98.2% | $2,975+206.4% | $3,746+143.4% |
| Participant deferral / active EE | $14,572 | $7,767+87.6% | $5,107+185.3% | $6,128+137.8% |
| Admin fee / account holder | $111 | $70+58.2% | $12,068-99.1% | $112-1.1% |