Filed May 2, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,195 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,999 |
Form 5500 reported that benefits due were not provided when due.
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 | $413,407 | $69,454+495.2% | $180,183+129.4% | $74,304+456.4% |
| Participation rate | 99.4% | 61.8%+37.6pp | 77.4%+22.0pp | 60.3%+39.1pp |
| Annual return | 17.27% | 25.86%-8.6pp | 27.86%-10.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $19,009 | $3,155+502.6% | $5,039+277.3% | $2,241+748.2% |
| Participant deferral / active EE | $22,716 | $4,662+387.3% | $6,822+233.0% | $3,767+503.0% |
| Admin fee / account holder | $4 | $3,036-99.9% | $19,975-100.0% | $2,969-99.9% |