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 | $108,347 |
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,871 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,077 | $112,623-65.3% | $106,213-63.2% | $199,593-80.4% |
| Participation rate | 97.6% | 86.2%+11.4pp | 75.3%+22.4pp | 72.0%+25.7pp |
| Annual return | 12.07% | 15.57%-3.5pp | 116.14%-104.1pp | 34.25%-22.2pp |
| Employer contribution / active EE | $2,023 | $4,575-55.8% | $3,171-36.2% | $3,034-33.3% |
| Participant deferral / active EE | $3,437 | $6,659-48.4% | $5,016-31.5% | $5,087-32.4% |
| Admin fee / account holder | $52 | $107-51.8% | $11,033-99.5% | $269-80.8% |