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 5-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $139,549 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,527 |
Filed as: FIDELITY INVESTMENTS INSTITUT OP CO Service code 60 | Sub-TA Fees | $0 |
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 | $16,177 | $117,148-86.2% | $67,511-76.0% | $99,061-83.7% |
| Participation rate | 74.4% | 72.7%+1.8pp | 72.9%+1.6pp | 71.6%+2.8pp |
| Annual return | 33.73% | 14.15%+19.6pp | 3517.41%-3483.7pp | 17.66%+16.1pp |
| Employer contribution / active EE | $2,729 | $4,623-41.0% | $2,733-0.1% | $3,261-16.3% |
| Participant deferral / active EE | $2,685 | $4,782-43.9% | $4,000-32.9% | $5,331-49.6% |
| Admin fee / account holder | $22 | $50-56.4% | $3,999-99.5% | $109-80.0% |