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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $473,302 |
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $442,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,772 | $69,238-6.5% | $185,823-65.1% | $101,517-36.2% |
| Participation rate | 93.2% | 73.5%+19.6pp | 81.7%+11.5pp | 74.6%+18.6pp |
| Annual return | 22.55% | 21.26%+1.3pp | 122.05%-99.5pp | 21.00%+1.5pp |
| Employer contribution / active EE | $2,578 | $2,104+22.5% | $5,167-50.1% | $2,973-13.3% |
| Participant deferral / active EE | $3,834 | $3,764+1.9% | $5,568-31.1% | $4,873-21.3% |
| Admin fee / account holder | $142 | $66+114.4% | $16,237-99.1% | $139+2.0% |