Filed November 19, 2024 (most recent of 3 filings on file)
Total covered: 304 employees
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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $544,814 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,250 | $73,283-64.2% | $155,509-83.1% | $106,382-75.3% |
| Participation rate | 67.5% | 73.3%-5.8pp | 78.2%-10.7pp | 69.9%-2.4pp |
| Annual return | 11.92% | 15.77%-3.8pp | 64.67%-52.7pp | 17.37%-5.4pp |
| Employer contribution / active EE | $2,041 | $2,247-9.2% | $4,672-56.3% | $3,364-39.3% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $51 | $56-9.9% | $15,912-99.7% | $79-36.2% |