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 | $237,678+22.6% | $113,168+157.6% | $140,769+107.1% |
| Participation rate | 96.6% | 92.1%+4.6pp | 76.6%+20.1pp | 74.2%+22.5pp |
| Annual return | 18.45% | 20.63%-2.2pp | 24.27%-5.8pp | 16.82%+1.6pp |
| Employer contribution / active EE | $7,822 | $6,583+18.8% | $2,975+162.9% | $3,906+100.3% |
| Participant deferral / active EE | $17,040 | $11,080+53.8% | $5,107+233.7% | $6,717+153.7% |
| Admin fee / account holder | $109 | $66+64.8% | $12,068-99.1% | $229-52.6% |