Filed March 5, 2019
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $163,287 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $147,208 |
Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $6,060 |
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 | $92,730 | $123,077-24.7% | $116,228-20.2% | $102,872-9.9% |
| Participation rate | 98.2% | 87.0%+11.2pp | 74.6%+23.6pp | 73.0%+25.1pp |
| Annual return | 15.00% | 15.84%-0.8pp | 90.06%-75.1pp | 19.06%-4.1pp |
| Employer contribution / active EE | $6,202 | $4,380+41.6% | $2,994+107.1% | $3,526+75.9% |
| Participant deferral / active EE | $6,235 | $6,746-7.6% | $4,953+25.9% | $5,535+12.6% |
| Admin fee / account holder | $84 | $115-27.3% | $11,989-99.3% | $292-71.3% |