Filed December 12, 2022 (most recent of 5 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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $50,072 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $17,801 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,751 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,194 | $130,194-34.6% | $169,993-49.9% | $71,457+19.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 16.28% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $4,824 | $4,381+10.1% | $6,785-28.9% | $2,588+86.4% |
| Participant deferral / active EE | $4,773 | $6,923-31.1% | $10,408-54.1% | $4,289+11.3% |
| Admin fee / account holder | $333 | $966-65.5% | $12,815-97.4% | $1,587-79.0% |