See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $228,938 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $45,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $20,475 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,989 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,341 | $241,101-89.9% | $103,333-76.4% | $199,593-87.8% |
| Participation rate | 92.2% | 78.3%+13.9pp | 74.5%+17.7pp | 72.0%+20.2pp |
| Annual return | 24.25% | 17.80%+6.5pp | 24.88%-0.6pp | 34.25%-10.0pp |
| Employer contribution / active EE | $1,386 | $4,244-67.3% | $3,868-64.2% | $3,034-54.3% |
| Participant deferral / active EE | $4,815 | $3,958+21.7% | $5,057-4.8% | $5,087-5.3% |
| Admin fee / account holder | $49 | $288-82.9% | $8,355-99.4% | $269-81.7% |