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.3+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,671 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $12,856 |
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 | $111,898 | $75,284+48.6% | $91,001+23.0% | $69,631+60.7% |
| Participation rate | 99.3% | 80.4%+18.9pp | 75.6%+23.7pp | 70.7%+28.6pp |
| Annual return | 15.53% | 48.40%-32.9pp | 4.60%+10.9pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,705 | $2,473+9.4% | $2,456+10.2% | $2,032+33.1% |
| Participant deferral / active EE | $6,584 | $3,700+78.0% | $3,547+85.6% | $3,224+104.2% |
| Admin fee / account holder | $98 | $111-10.9% | $5,417-98.2% | $110-10.8% |