Filed June 29, 2016
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $71,518 |
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,988 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,025 | $59,054+30.4% | $97,226-20.8% | $77,643-0.8% |
| Participation rate | 89.2% | 67.9%+21.3pp | 72.7%+16.5pp | 70.6%+18.6pp |
| Annual return | 14.63% | 16.96%-2.3pp | 75.13%-60.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,982 | $1,742+13.8% | $2,729-27.4% | $2,726-27.3% |
| Participant deferral / active EE | $6,135 | $3,930+56.1% | $4,264+43.9% | $4,647+32.0% |
| Admin fee / account holder | $139 | $346-60.0% | $5,654-97.5% | $430-67.8% |