Filed January 20, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $237,221 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,773 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $27,810 |
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 | $246,821 | $139,767+76.6% | $153,485+60.8% | $199,593+23.7% |
| Participation rate | 88.5% | 85.1%+3.4pp | 77.1%+11.4pp | 72.0%+16.5pp |
| Annual return | 14.73% | 20.59%-5.9pp | 15.65%-0.9pp | 34.25%-19.5pp |
| Employer contribution / active EE | $13,051 | $6,517+100.3% | $5,039+159.0% | $3,034+330.1% |
| Participant deferral / active EE | $10,907 | $8,055+35.4% | $6,757+61.4% | $5,087+114.4% |
| Admin fee / account holder | $123 | $98+25.4% | $12,724-99.0% | $269-54.3% |