Filed March 9, 2017 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,980 |
REGIONS BANK7 years Filed as: REGIONS INSTITUTIONAL TRUST Service code 27 · EIN 63-0371391 | Advisory (Plan) | $22,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$56,341 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,809 | $142,424+204.6% | $100,534+331.5% | $74,304+483.8% |
| Participation rate | 99.3% | 79.6%+19.8pp | 80.6%+18.7pp | 60.3%+39.0pp |
| Annual return | 21.19% | 27.53%-6.3pp | 32.66%-11.5pp | 29.43%-8.2pp |
| Employer contribution / active EE | $18,746 | $5,555+237.5% | $4,346+331.3% | $2,241+736.4% |
| Participant deferral / active EE | $14,529 | $8,247+76.2% | $6,144+136.5% | $3,767+285.7% |
| Admin fee / account holder | $11 | $1,986-99.4% | $7,654-99.9% | $2,969-99.6% |