Filed April 4, 2024
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,901 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,865 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,457 | $131,799+120.4% | $200,582+44.8% | $85,563+239.5% |
| Participation rate | 97.7% | 87.9%+9.8pp | 86.9%+10.9pp | 66.0%+31.8pp |
| Annual return | 17.49% | 21.59%-4.1pp | 42.33%-24.8pp | 31.51%-14.0pp |
| Employer contribution / active EE | $13,207 | $4,532+191.4% | $6,419+105.8% | $2,654+397.7% |
| Participant deferral / active EE | $14,471 | $7,702+87.9% | $9,331+55.1% | $4,375+230.8% |
| Admin fee / account holder | $133 | $235-43.5% | $16,305-99.2% | $834-84.1% |