Filed November 27, 2019 (most recent of 7 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,786 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,241 |
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 | $117,343 | $122,693-4.4% | $184,203-36.3% | $199,593-41.2% |
| Participation rate | 96.4% | 86.8%+9.6pp | 86.8%+9.5pp | 72.0%+24.4pp |
| Annual return | 17.83% | 143.91%-126.1pp | 28.81%-11.0pp | 34.25%-16.4pp |
| Employer contribution / active EE | $5,715 | $4,584+24.7% | $6,427-11.1% | $3,034+88.4% |
| Participant deferral / active EE | $5,175 | $7,990-35.2% | $9,131-43.3% | $5,087+1.7% |
| Admin fee / account holder | -$3 | $121-102.2% | $13,901-100.0% | $269-101.0% |