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 | $230,750 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,012 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,353 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,060 | $105,190-41.0% | $98,907-37.3% | $90,288-31.3% |
| Participation rate | 91.8% | 86.4%+5.5pp | 76.0%+15.8pp | 73.4%+18.5pp |
| Annual return | 15.92% | 18.52%-2.6pp | 196.43%-180.5pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,798 | $3,831-53.1% | $2,689-33.1% | $2,524-28.8% |
| Participant deferral / active EE | $2,244 | $5,616-60.0% | $4,244-47.1% | $4,232-47.0% |
| Admin fee / account holder | $77 | $97-21.0% | $6,642-98.8% | $114-32.6% |