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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $758,999 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 27 · EIN 13-5581829 | Advisory (Plan) | $183,006 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,921 |
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 | $57,926 | $73,283-21.0% | $155,567-62.8% | $106,408-45.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.2%+21.8pp | 69.9%+30.1pp |
| Annual return | 16.22% | 15.76%+0.5pp | 64.74%-48.5pp | 17.37%-1.2pp |
| Employer contribution / active EE | $2,883 | $2,241+28.7% | $4,674-38.3% | $3,361-14.2% |
| Participant deferral / active EE | $5,176 | $4,567+13.3% | $5,628-8.0% | $5,567-7.0% |
| Admin fee / account holder | $71 | $56+27.1% | $15,916-99.6% | $79-10.2% |