Filed December 18, 2018
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,982 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,464 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,049 | $58,778+19.2% | $129,207-45.8% | $77,643-9.8% |
| Participation rate | 94.2% | 59.2%+35.0pp | 69.6%+24.6pp | 70.6%+23.7pp |
| Annual return | 17.29% | 24.73%-7.4pp | 9417.33%-9400.0pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,499 | $1,952-23.2% | $4,153-63.9% | $2,726-45.0% |
| Participant deferral / active EE | $7,433 | $3,212+131.4% | $4,168+78.4% | $4,647+59.9% |
| Admin fee / account holder | $23 | $589-96.1% | $7,715-99.7% | $430-94.7% |