Filed March 4, 2022
Total covered: 25 employees
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 3-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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $3,619 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $3,380 |
FIDUCIENT ADVISORS LLC2+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $225 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $184 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,574 | $117,841-57.9% | $102,423-51.6% | $145,922-66.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 8.41% | 31.65%-23.2pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $31,225 | $13,326+134.3% | $9,451+230.4% | $13,397+133.1% |