Filed January 19, 2016
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 6-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 INVEST INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $285,711 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 | Accounting | $22,650 |
Filed as: CONCURRENT INVESTMENT Service code 27 · EIN 92-1819393 | Advisory (Plan) | $13,125 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,594 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,518 | $53,136-3.0% | $155,509-66.9% | $199,593-74.2% |
| Participation rate | 88.7% | 64.1%+24.6pp | 78.2%+10.5pp | 72.0%+16.7pp |
| Annual return | 12.25% | 41.15%-28.9pp | 64.67%-52.4pp | 34.25%-22.0pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $67 | $185-63.9% | $15,912-99.6% | $269-75.1% |