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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $476,344 |
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $289,418 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,924 | $59,339+6.0% | $149,673-58.0% | $103,482-39.2% |
| Participation rate | 94.9% | 70.2%+24.7pp | 78.8%+16.1pp | 73.3%+21.6pp |
| Annual return | 19.64% | 77.78%-58.1pp | 134.42%-114.8pp | 33.11%-13.5pp |
| Employer contribution / active EE | $2,812 | $2,178+29.1% | $4,818-41.6% | $3,208-12.3% |
| Participant deferral / active EE | $4,513 | $3,716+21.4% | $5,680-20.6% | $5,207-13.3% |
| Admin fee / account holder | $112 | $103+9.2% | $13,210-99.1% | $114-1.5% |