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.5+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,707 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $17,332 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $15,939 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,043 | $66,310+52.4% | $93,606+7.9% | $65,185+55.0% |
| Participation rate | 98.5% | 74.0%+24.5pp | 75.8%+22.6pp | 70.2%+28.3pp |
| Annual return | 17.42% | 42.58%-25.2pp | 32.76%-15.3pp | 29.38%-12.0pp |
| Employer contribution / active EE | $3,624 | $2,012+80.1% | $2,718+33.3% | $2,177+66.5% |
| Participant deferral / active EE | $8,211 | $3,342+145.7% | $4,069+101.8% | $3,514+133.7% |
| Admin fee / account holder | $201 | $6,897-97.1% | $7,888-97.5% | $847-76.3% |