Filed November 1, 2019
Total covered: 94 employees
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 6-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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $364,335 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $271,758 |
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 | $204,463 | $140,769+45.2% | $101,326+101.8% | $140,769+45.2% |
| Participation rate | 98.9% | 74.2%+24.8pp | 81.5%+17.4pp | 74.2%+24.8pp |
| Annual return | 18.54% | 16.82%+1.7pp | 36.82%-18.3pp | 16.82%+1.7pp |
| Employer contribution / active EE | $6,968 | $3,906+78.4% | $3,665+90.1% | $3,906+78.4% |
| Participant deferral / active EE | $11,727 | $6,717+74.6% | $7,994+46.7% | $6,717+74.6% |
| Admin fee / account holder | $44 | $229-81.0% | $11,185-99.6% | $229-81.0% |