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 | $347,683 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,216 |
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 | $152,903 | $141,418+8.1% | $94,646+61.6% | $96,393+58.6% |
| Participation rate | 99.0% | 86.8%+12.2pp | 80.8%+18.2pp | 71.3%+27.8pp |
| Annual return | 20.97% | 21.96%-1.0pp | 156.71%-135.7pp | 22.88%-1.9pp |
| Employer contribution / active EE | $6,542 | $4,361+50.0% | $3,672+78.2% | $3,238+102.0% |
| Participant deferral / active EE | $10,856 | $10,695+1.5% | $7,418+46.3% | $5,455+99.0% |
| Admin fee / account holder | $31 | $82-62.5% | $7,231-99.6% | $74-58.1% |