Filed March 10, 2015
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,878 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,400 |
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 | $217,173 | $100,923+115.2% | $150,045+44.7% | $74,304+192.3% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.3%+9.3pp | 60.3%+31.3pp |
| Annual return | 16.95% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,438 | $3,463-29.6% | $4,693-48.1% | $2,241+8.8% |
| Participant deferral / active EE | $12,735 | $6,709+89.8% | $7,997+59.2% | $3,767+238.0% |
| Admin fee / account holder | $57 | $2,767-97.9% | $13,435-99.6% | $2,969-98.1% |