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 | $1,210,958 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $136,314 |
EPI-USE AMERICA INC.1 year Filed as: EPI-USE AMERICA INC Service code 16 · EIN 58-2430345 | Consulting | $95,998 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $15,939 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,104 | $201,404-92.0% | $93,606-82.8% | $89,569-82.0% |
| Participation rate | 90.0% | 87.5%+2.5pp | 75.8%+14.2pp | 69.6%+20.5pp |
| Annual return | 26.36% | 23.05%+3.3pp | 32.76%-6.4pp | 34.56%-8.2pp |
| Employer contribution / active EE | $791 | $6,528-87.9% | $2,718-70.9% | $2,584-69.4% |
| Participant deferral / active EE | $1,869 | $9,208-79.7% | $4,069-54.1% | $4,220-55.7% |
| Admin fee / account holder | $50 | $89-43.7% | $7,888-99.4% | $72-29.8% |