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: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $745,764 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 27 · EIN 13-5581829 | Advisory (Plan) | $233,275 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $190,562 |
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 | $60,627 | $52,346+15.8% | $143,757-57.8% | $78,044-22.3% |
| Participation rate | 95.9% | 72.7%+23.2pp | 80.3%+15.6pp | 74.4%+21.5pp |
| Annual return | -16.54% | -14.19%-2.3pp | -0.04%-16.5pp | 10.87%-27.4pp |
| Employer contribution / active EE | $1,962 | $2,131-7.9% | $4,951-60.4% | $3,125-37.2% |
| Participant deferral / active EE | $3,886 | $3,800+2.3% | $5,637-31.1% | $5,084-23.6% |
| Admin fee / account holder | $100 | $63+57.2% | $14,673-99.3% | $79+26.4% |