Filed January 18, 2022 (most recent of 7 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $422,704 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPER. CO., INC Service code 37 · EIN 04-2647786 | Loan Processing | $123,624 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $108,125 |
SMITH & HOWARD, PC9 years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $70,939 |
HOGAN LOVELLS US LLP3 years Service code 16 · EIN 53-0084704 | Consulting | $3,957 |
APEX PENSION STRATEGIES, INC3 years Service code 16 · EIN 57-1139545 | Consulting | $1,000 |
BAIRD INSURANCE SERVICES INC9 years Filed as: BAIRD Service code 60 | Sub-TA Fees | $0 |
COLUMBIA3 years Service code 60 | Sub-TA Fees | $0 |
DIMENSIONAL FUND ADVISORS6 years Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 60 | Sub-TA Fees | $0 |
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 | $151,804 | $145,516+4.3% | $184,203-17.6% | $99,062+53.2% |
| Participation rate | 95.5% | 90.3%+5.3pp | 86.8%+8.7pp | 71.6%+23.9pp |
| Annual return | 14.48% | 21.23%-6.8pp | 28.81%-14.3pp | 17.66%-3.2pp |
| Employer contribution / active EE | $5,802 | $5,354+8.4% | $6,427-9.7% | $3,262+77.9% |
| Participant deferral / active EE | $11,740 | $8,423+39.4% | $9,131+28.6% | $5,331+120.2% |
| Admin fee / account holder | $75 | $78-3.1% | $13,901-99.5% | $109-30.9% |