Filed December 6, 2016
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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $923,281 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $439,194 |
MERCER1 year Service code 27 · EIN 36-2668272 | Advisory (Plan) | $41,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,472 | $142,480+104.6% | $112,040+160.2% | $142,480+104.6% |
| Participation rate | 96.6% | 76.2%+20.4pp | 76.5%+20.1pp | 76.2%+20.4pp |
| Annual return | 18.45% | 16.32%+2.1pp | 24.52%-6.1pp | 16.32%+2.1pp |
| Employer contribution / active EE | $7,822 | $3,867+102.3% | $2,954+164.8% | $3,867+102.3% |
| Participant deferral / active EE | $17,040 | $6,807+150.3% | $5,098+234.3% | $6,807+150.3% |
| Admin fee / account holder | $109 | $307-64.6% | $12,098-99.1% | $307-64.6% |