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 INVESTMENTS OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $186,529 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,665 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $15,939 |
AMERICAN REALTY ADVISORS1 year Filed as: EPI-USE AMERICAN INC. Service code 16 · EIN 58-2430345 | Consulting | $12,444 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,791 | $96,403-63.9% | $93,606-62.8% | $77,787-55.3% |
| Participation rate | 95.9% | 87.6%+8.3pp | 75.8%+20.1pp | 73.2%+22.7pp |
| Annual return | 21.11% | 39.36%-18.3pp | 32.76%-11.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $2,288 | $3,616-36.7% | $2,718-15.8% | $2,504-8.7% |
| Participant deferral / active EE | $3,741 | $5,341-30.0% | $4,069-8.1% | $3,967-5.7% |
| Admin fee / account holder | $70 | $90-21.3% | $7,888-99.1% | $100-29.6% |