Filed December 18, 2019 (most recent of 5 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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $575,572 |
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $248,041 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $85,728 | $74,933+14.4% | $154,803-44.6% | $117,739-27.2% |
| Participation rate | 96.9% | 64.5%+32.4pp | 78.1%+18.8pp | 76.6%+20.3pp |
| Annual return | 13.19% | 17.34%-4.1pp | 58.88%-45.7pp | 17.29%-4.1pp |
| Employer contribution / active EE | $3,202 | $2,316+38.3% | $4,305-25.6% | $3,746-14.5% |
| Participant deferral / active EE | $5,332 | $3,942+35.3% | $5,540-3.8% | $6,128-13.0% |
| Admin fee / account holder | $112 | $129-13.2% | $14,329-99.2% | $112+0.2% |