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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,035 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,125 |
Annual investment return 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 | $119,456 | $78,485+52.2% | $106,213+12.5% | $74,495+60.4% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.4pp | 67.2%+30.4pp |
| Annual return | 10.84% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,954 | $2,523+17.1% | $3,171-6.9% | $2,623+12.6% |
| Participant deferral / active EE | $6,885 | $4,322+59.3% | $5,016+37.3% | $4,346+58.4% |
| Admin fee / account holder | $62 | $2,232-97.2% | $11,033-99.4% | $1,942-96.8% |