Filed June 29, 2017
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,538 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,941 | $129,021-15.6% | $184,203-40.9% | $77,643+40.3% |
| Participation rate | 91.1% | 87.3%+3.8pp | 86.8%+4.3pp | 70.6%+20.6pp |
| Annual return | 12.72% | 33.27%-20.6pp | 28.81%-16.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $4,718 | $4,413+6.9% | $6,427-26.6% | $2,726+73.1% |
| Participant deferral / active EE | $4,272 | $7,297-41.5% | $9,131-53.2% | $4,647-8.1% |
| Admin fee / account holder | $41 | $254-83.7% | $13,901-99.7% | $430-90.4% |