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) | $28,420 |
REGIONS BANK6 years Filed as: REGIONS INSTITUTIONAL TRUST Service code 27 · EIN 63-0371391 | Advisory (Plan) | $11,080 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,773 |
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 | $289,010 | $142,424+102.9% | $100,534+187.5% | $74,304+289.0% |
| Participation rate | 99.3% | 79.6%+19.8pp | 80.6%+18.7pp | 60.3%+39.0pp |
| Annual return | 16.17% | 27.53%-11.4pp | 32.66%-16.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $10,216 | $5,555+83.9% | $4,346+135.0% | $2,241+355.8% |
| Participant deferral / active EE | $9,341 | $8,247+13.3% | $6,144+52.0% | $3,767+147.9% |
| Admin fee / account holder | $66 | $1,986-96.7% | $7,654-99.1% | $2,969-97.8% |