Filed April 4, 2016 (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.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $567,215 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $500,633 |
PRISMA NASHVILLE LLC1 year Service code 38 · EIN 86-2511770 | Participant Communication | $49,493 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $38,850 |
Filed as: FIDELITY INVSMNTS INST. OP CO., INC Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,993 | $244,991-33.5% | $106,201+53.5% | $106,408+53.2% |
| Participation rate | 99.6% | 88.4%+11.2pp | 75.3%+24.3pp | 69.9%+29.7pp |
| Annual return | 14.35% | 13.48%+0.9pp | 116.26%-101.9pp | 17.37%-3.0pp |
| Employer contribution / active EE | $7,847 | $8,816-11.0% | $3,170+147.6% | $3,361+133.4% |
| Participant deferral / active EE | $8,822 | $11,442-22.9% | $5,012+76.0% | $5,567+58.5% |
| Admin fee / account holder | $76 | $88-14.0% | $11,039-99.3% | $79-4.4% |