Filed January 18, 2024
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 |
|---|---|---|
BENEFIT FIDUCIARY GROUP LLC10+ years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $85,940 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$153,713 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,094 | $122,693+70.4% | $184,203+13.5% | $199,593+4.8% |
| Participation rate | 90.9% | 86.8%+4.1pp | 86.8%+4.1pp | 72.0%+19.0pp |
| Annual return | 13.33% | 143.91%-130.6pp | 28.81%-15.5pp | 34.25%-20.9pp |
| Employer contribution / active EE | $3,544 | $4,584-22.7% | $6,427-44.9% | $3,034+16.8% |
| Participant deferral / active EE | $5,906 | $7,990-26.1% | $9,131-35.3% | $5,087+16.1% |
| Admin fee / account holder | -$49 | $121-140.5% | $13,901-100.4% | $269-118.2% |