Filed January 28, 2021
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 4-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 |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $763,277 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,215 |
GYL FINANCIAL SYNERGIES2 years Service code 16 · EIN 81-3263476 | Consulting | $48,684 |
FID INV INST OPS CO4+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $101,300 | $73,283+38.2% | $155,509-34.9% | $106,382-4.8% |
| Participation rate | 92.0% | 73.3%+18.8pp | 78.2%+13.8pp | 69.9%+22.2pp |
| Annual return | 15.66% | 15.77%-0.1pp | 64.67%-49.0pp | 17.37%-1.7pp |
| Employer contribution / active EE | $5,476 | $2,247+143.6% | $4,672+17.2% | $3,364+62.8% |
| Participant deferral / active EE | $9,091 | $4,580+98.5% | $5,626+61.6% | $5,569+63.3% |
| Admin fee / account holder | $81 | $56+44.2% | $15,912-99.5% | $79+2.1% |