See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,298 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$149,620 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,026 | $128,899+4.0% | $113,168+18.4% | $102,872+30.3% |
| Participation rate | 98.0% | 87.0%+11.0pp | 76.6%+21.4pp | 73.0%+25.0pp |
| Annual return | 21.52% | 15.88%+5.6pp | 24.27%-2.7pp | 19.06%+2.5pp |
| Employer contribution / active EE | $3,114 | $3,713-16.1% | $2,975+4.7% | $3,526-11.7% |
| Participant deferral / active EE | $11,577 | $6,787+70.6% | $5,107+126.7% | $5,535+109.2% |
| Admin fee / account holder | -$87 | $129-167.4% | $12,068-100.7% | $292-129.8% |