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 | $704,937 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 27 · EIN 13-5581829 | Advisory (Plan) | $209,708 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $203,442 |
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 | $63,438 | $59,339+6.9% | $149,673-57.6% | $103,482-38.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 78.8%+21.2pp | 73.3%+26.7pp |
| Annual return | 21.15% | 77.78%-56.6pp | 134.42%-113.3pp | 33.11%-12.0pp |
| Employer contribution / active EE | $2,473 | $2,178+13.6% | $4,818-48.7% | $3,208-22.9% |
| Participant deferral / active EE | $4,936 | $3,716+32.8% | $5,680-13.1% | $5,207-5.2% |
| Admin fee / account holder | $87 | $103-15.1% | $13,210-99.3% | $114-23.4% |