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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $169,683 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,523 |
Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $13,500 |
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 | $82,687 | $112,623-26.6% | $106,213-22.1% | $199,593-58.6% |
| Participation rate | 98.8% | 86.2%+12.5pp | 75.3%+23.5pp | 72.0%+26.8pp |
| Annual return | 14.02% | 15.57%-1.6pp | 116.14%-102.1pp | 34.25%-20.2pp |
| Employer contribution / active EE | $5,921 | $4,575+29.4% | $3,171+86.7% | $3,034+95.2% |
| Participant deferral / active EE | $5,863 | $6,659-12.0% | $5,016+16.9% | $5,087+15.3% |
| Admin fee / account holder | $79 | $107-25.7% | $11,033-99.3% | $269-70.4% |