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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $585,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $464,883 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTORS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELTIY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $186,658 | $106,087+75.9% | $86,677+115.3% | $78,044+139.2% |
| Participation rate | 99.1% | 89.6%+9.5pp | 76.6%+22.5pp | 74.4%+24.6pp |
| Annual return | -15.92% | -14.87%-1.1pp | 35.91%-51.8pp | 10.87%-26.8pp |
| Employer contribution / active EE | $6,843 | $4,110+66.5% | $2,836+141.3% | $3,125+119.0% |
| Participant deferral / active EE | $14,176 | $6,851+106.9% | $4,656+204.5% | $5,084+178.8% |
| Admin fee / account holder | $69 | $81-14.5% | $7,493-99.1% | $79-12.0% |