See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,858 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONALE Service code 60 | Sub-TA Fees | $0 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$8,830 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,859 | $101,317+438.8% | $146,958+271.4% | $74,495+632.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.93% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $20,451 | $3,810+436.7% | $4,933+314.6% | $2,623+679.7% |
| Participant deferral / active EE | $16,434 | $7,303+125.0% | $8,070+103.6% | $4,346+278.2% |
| Admin fee / account holder | $30 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |