Filed September 23, 2020
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,953 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,005 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,480 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,133 | $129,021+10.9% | $184,203-22.3% | $77,643+84.3% |
| Participation rate | 91.2% | 87.3%+3.9pp | 86.8%+4.4pp | 70.6%+20.7pp |
| Annual return | 22.53% | 33.27%-10.7pp | 28.81%-6.3pp | 31.24%-8.7pp |
| Employer contribution / active EE | $3,154 | $4,413-28.5% | $6,427-50.9% | $2,726+15.7% |
| Participant deferral / active EE | $12,153 | $7,297+66.5% | $9,131+33.1% | $4,647+161.5% |
| Admin fee / account holder | $136 | $254-46.3% | $13,901-99.0% | $430-68.3% |