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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $157,036 |
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,049 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $38,850 |
PRISMA NASHVILLE LLC1 year Service code 38 · EIN 86-5211770 | Participant Communication | $10,201 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,198 | $112,623-42.1% | $106,213-38.6% | $199,593-67.3% |
| Participation rate | 90.8% | 86.2%+4.5pp | 75.3%+15.5pp | 72.0%+18.8pp |
| Annual return | 12.21% | 15.57%-3.4pp | 116.14%-103.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $2,073 | $4,575-54.7% | $3,171-34.6% | $3,034-31.7% |
| Participant deferral / active EE | $3,268 | $6,659-50.9% | $5,016-34.8% | $5,087-35.8% |
| Admin fee / account holder | $72 | $107-32.8% | $11,033-99.3% | $269-73.3% |