Filed January 12, 2024 (most recent of 14 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS CO IN Service code 15 · EIN 04-2647786 | Recordkeeping | $723,076 |
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $561,620 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-2723880 | Recordkeeping | $20,688 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 13 · EIN 74-1625348 | Contract Administrator | $17,026 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $6,270 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $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 | $111,107 | $145,906-23.9% | $67,511+64.6% | $106,408+4.4% |
| Participation rate | 91.1% | 67.1%+24.0pp | 72.9%+18.2pp | 69.9%+21.2pp |
| Annual return | 14.74% | 15.10%-0.4pp | 3517.41%-3502.7pp | 17.37%-2.6pp |
| Employer contribution / active EE | $8,404 | $6,028+39.4% | $2,733+207.6% | $3,361+150.0% |
| Participant deferral / active EE | $6,480 | $5,093+27.2% | $4,000+62.0% | $5,567+16.4% |
| Admin fee / account holder | $71 | $38+87.1% | $3,999-98.2% | $79-10.5% |