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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $14,708 |
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,650 | $71,516+56.1% | $98,439+13.4% | $71,457+56.2% |
| Participation rate | 98.9% | 72.7%+26.2pp | 75.2%+23.7pp | 67.9%+30.9pp |
| Annual return | 14.59% | 32.41%-17.8pp | 21.16%-6.6pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,808 | $2,399+17.1% | $3,048-7.9% | $2,588+8.5% |
| Participant deferral / active EE | $6,299 | $4,109+53.3% | $4,738+32.9% | $4,289+46.9% |
| Admin fee / account holder | $135 | $1,675-91.9% | $8,948-98.5% | $1,587-91.5% |