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 CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $498,215 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $168,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,440 | $83,057-70.6% | $143,757-83.0% | $89,394-72.7% |
| Participation rate | 56.1% | 74.0%-17.9pp | 80.3%-24.2pp | 71.3%-15.1pp |
| Annual return | -15.98% | -13.97%-2.0pp | -0.04%-15.9pp | -11.89%-4.1pp |
| Employer contribution / active EE | $1,555 | $2,095-25.8% | $4,951-68.6% | $3,022-48.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $56 | $83-31.9% | $14,673-99.6% | $79-28.9% |