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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,662 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$78,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,803 | $50,982+70.3% | $154,803-43.9% | $85,563+1.4% |
| Participation rate | 84.6% | 59.8%+24.8pp | 78.1%+6.6pp | 66.0%+18.7pp |
| Annual return | 20.64% | 30.35%-9.7pp | 58.88%-38.2pp | 31.51%-10.9pp |
| Employer contribution / active EE | $4,152 | $1,708+143.0% | $4,305-3.6% | $2,654+56.5% |
| Participant deferral / active EE | $3,621 | $2,474+46.4% | $5,540-34.6% | $4,375-17.2% |
| Admin fee / account holder | -$57 | $846-106.8% | $14,329-100.4% | $834-106.9% |