Filed November 2, 2023 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,980 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$116,984 |
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 | $75,344 | $50,820+48.3% | $155,567-51.6% | $77,671-3.0% |
| Participation rate | 81.6% | 63.1%+18.4pp | 78.2%+3.4pp | 70.6%+11.0pp |
| Annual return | 13.57% | 34.85%-21.3pp | 64.74%-51.2pp | 31.21%-17.6pp |
| Employer contribution / active EE | $3,998 | $1,993+100.7% | $4,674-14.5% | $2,726+46.7% |
| Participant deferral / active EE | $3,508 | $2,823+24.3% | $5,628-37.7% | $4,648-24.5% |
| Admin fee / account holder | -$111 | $436-125.5% | $15,916-100.7% | $430-125.8% |