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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $539,397 |
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $309,373 |
FID INV INST OPS CO2 years 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 | $76,048 | $67,679+12.4% | $155,509-51.1% | $99,062-23.2% |
| Participation rate | 96.8% | 67.2%+29.6pp | 78.2%+18.7pp | 71.6%+25.2pp |
| Annual return | 26.50% | 16.16%+10.3pp | 64.67%-38.2pp | 17.66%+8.8pp |
| Employer contribution / active EE | $2,951 | $2,268+30.1% | $4,672-36.8% | $3,262-9.5% |
| Participant deferral / active EE | $4,988 | $3,828+30.3% | $5,626-11.3% | $5,331-6.4% |
| Admin fee / account holder | $117 | $94+25.0% | $15,912-99.3% | $109+7.4% |