Filed February 3, 2015 (most recent of 3 filings on file)
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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $242,548 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $108,057 |
CALLAN LLC7 years Filed as: CALLAN Service code 27 · EIN 94-2192581 | Advisory (Plan) | $81,983 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $34,800 |
NFP RETIREMENT INC10+ years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $27,500 |
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 | $340,037 | $110,299+208.3% | $102,423+232.0% | $199,593+70.4% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 17.84% | 35.73%-17.9pp | 29.32%-11.5pp | 34.25%-16.4pp |
| Employer contribution / active EE | $3,521 | $3,603-2.3% | $3,023+16.5% | $3,034+16.0% |
| Participant deferral / active EE | $16,474 | $6,376+158.4% | $5,053+226.0% | $5,087+223.9% |
| Admin fee / account holder | $76 | $122-37.5% | $9,451-99.2% | $269-71.5% |