Filed June 13, 2024 (most recent of 11 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 |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE Service code 27 · EIN 13-5581829 | Advisory (Plan) | $52,878 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,430 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 49 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,505 | $53,199+30.7% | $155,567-55.3% | $199,768-65.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 12.29% | 41.17%-28.9pp | 64.74%-52.5pp | 34.26%-22.0pp |
| Employer contribution / active EE | $80 | $1,852-95.7% | $4,674-98.3% | $3,037-97.4% |
| Participant deferral / active EE | $163 | $3,163-94.8% | $5,628-97.1% | $5,090-96.8% |
| Admin fee / account holder | $29 | $186-84.4% | $15,916-99.8% | $269-89.2% |