Filed April 4, 2016 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $98,505 |
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,438 |
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.
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 | $35,897 | $104,631-65.7% | $98,439-63.5% | $80,160-55.2% |
| Participation rate | 94.4% | 87.5%+6.8pp | 75.2%+19.2pp | 72.9%+21.4pp |
| Annual return | 16.07% | 34.72%-18.7pp | 21.16%-5.1pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,846 | $4,517-59.1% | $3,048-39.4% | $2,978-38.0% |
| Participant deferral / active EE | $2,905 | $6,545-55.6% | $4,738-38.7% | $5,017-42.1% |
| Admin fee / account holder | $55 | $105-47.6% | $8,948-99.4% | $145-62.1% |