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 | $322,999 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $188,978 |
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 | $177,643 | $167,668+5.9% | $100,391+77.0% | $106,382+67.0% |
| Participation rate | 99.1% | 87.6%+11.5pp | 81.5%+17.6pp | 69.9%+29.2pp |
| Annual return | 16.37% | 18.33%-2.0pp | 49.20%-32.8pp | 17.37%-1.0pp |
| Employer contribution / active EE | $6,721 | $4,908+36.9% | $3,942+70.5% | $3,364+99.8% |
| Participant deferral / active EE | $11,352 | $11,427-0.7% | $8,082+40.5% | $5,569+103.9% |
| Admin fee / account holder | $36 | $94-61.7% | $7,899-99.5% | $79-54.6% |