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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $787,097 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $376,830 |
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 | $250,273 | $159,391+57.0% | $102,423+144.4% | $99,062+152.6% |
| Participation rate | 96.5% | 88.6%+7.9pp | 76.5%+20.0pp | 71.6%+24.9pp |
| Annual return | 15.34% | 19.03%-3.7pp | 29.32%-14.0pp | 17.66%-2.3pp |
| Employer contribution / active EE | $7,302 | $4,207+73.6% | $3,023+141.5% | $3,262+123.8% |
| Participant deferral / active EE | $15,499 | $7,498+106.7% | $5,053+206.7% | $5,331+190.7% |
| Admin fee / account holder | $74 | $159-53.3% | $9,451-99.2% | $109-31.8% |