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 CO2+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $675,569 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,618 |
FID INV INST OPS CO2+ 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 | $70,835 | $52,346+35.3% | $143,757-50.7% | $78,044-9.2% |
| Participation rate | 87.6% | 72.7%+14.9pp | 80.3%+7.3pp | 74.4%+13.1pp |
| Annual return | -11.73% | -14.19%+2.5pp | -0.04%-11.7pp | 10.87%-22.6pp |
| Employer contribution / active EE | $4,973 | $2,131+133.3% | $4,951+0.4% | $3,125+59.1% |
| Participant deferral / active EE | $7,710 | $3,800+102.9% | $5,637+36.8% | $5,084+51.6% |
| Admin fee / account holder | $54 | $63-14.9% | $14,673-99.6% | $79-31.6% |