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.8+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,709 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $8,399 |
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 | $98,508 | $72,607+35.7% | $90,749+8.5% | $66,914+47.2% |
| Participation rate | 99.4% | 73.7%+25.8pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | -24.41% | -12.28%-12.1pp | -12.16%-12.2pp | 1.58%-26.0pp |
| Employer contribution / active EE | $2,843 | $2,369+20.0% | $2,921-2.7% | $2,544+11.8% |
| Participant deferral / active EE | $6,251 | $3,977+57.2% | $4,564+37.0% | $4,237+47.5% |
| Admin fee / account holder | $119 | $707-83.2% | $8,445-98.6% | $593-79.9% |