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 | $166,251 |
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,821 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $10,075 |
Participant contribution per participant 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 | $56,328 | $104,631-46.2% | $98,439-42.8% | $80,160-29.7% |
| Participation rate | 93.0% | 87.5%+5.4pp | 75.2%+17.8pp | 72.9%+20.0pp |
| Annual return | 16.15% | 34.72%-18.6pp | 21.16%-5.0pp | 40.38%-24.2pp |
| Employer contribution / active EE | $2,198 | $4,517-51.3% | $3,048-27.9% | $2,978-26.2% |
| Participant deferral / active EE | $3,002 | $6,545-54.1% | $4,738-36.6% | $5,017-40.2% |
| Admin fee / account holder | $66 | $105-36.8% | $8,948-99.3% | $145-54.3% |