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 CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $498,224 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,025 |
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 | $25,408 | $68,330-62.8% | $149,673-83.0% | $96,393-73.6% |
| Participation rate | 66.2% | 74.6%-8.4pp | 78.8%-12.6pp | 71.3%-5.1pp |
| Annual return | 16.33% | 29.64%-13.3pp | 134.42%-118.1pp | 22.88%-6.6pp |
| Employer contribution / active EE | $2,219 | $2,139+3.7% | $4,818-53.9% | $3,238-31.5% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $50 | $52-4.2% | $13,210-99.6% | $74-32.6% |