See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $17,499 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,680 |
Filed as: FIDELITY INVESTMENTSINSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $563 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,864 | $93,131+10.5% | $106,548-3.5% | $86,799+18.5% |
| Participation rate | 97.7% | 81.4%+16.3pp | 76.1%+21.6pp | 72.3%+25.5pp |
| Annual return | 17.35% | 19.45%-2.1pp | 26.80%-9.5pp | 97.91%-80.6pp |
| Employer contribution / active EE | $2,926 | $2,895+1.1% | $2,819+3.8% | $2,405+21.6% |
| Participant deferral / active EE | $7,332 | $4,708+55.7% | $4,398+66.7% | $4,131+77.5% |
| Admin fee / account holder | $57 | $145-60.6% | $7,407-99.2% | $170-66.3% |