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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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $115,271 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,821 |
JK BOATWRIGHT & CO PC1 year Filed as: J. K. BOATWRIGHT & CO., P.C. Service code 27 · EIN 58-1361259 | Advisory (Plan) | $8,578 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,458 | $110,299-47.0% | $102,423-42.9% | $199,593-70.7% |
| Participation rate | 92.3% | 86.3%+6.0pp | 76.5%+15.8pp | 72.0%+20.3pp |
| Annual return | 15.33% | 35.73%-20.4pp | 29.32%-14.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $3,016 | $3,603-16.3% | $3,023-0.2% | $3,034-0.6% |
| Participant deferral / active EE | $3,305 | $6,376-48.2% | $5,053-34.6% | $5,087-35.0% |
| Admin fee / account holder | $89 | $122-27.4% | $9,451-99.1% | $269-67.0% |