Filed September 2, 2022 (most recent of 4 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,795 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,331 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,924 | $47,385-22.1% | $56,411-34.5% | $106,382-65.3% |
| Participation rate | 89.7% | 33.2%+56.6pp | 52.5%+37.3pp | 69.9%+19.9pp |
| Annual return | 16.77% | 17.29%-0.5pp | 1701.33%-1684.6pp | 17.37%-0.6pp |
| Employer contribution / active EE | $1,528 | $623+145.3% | $1,039+47.1% | $3,364-54.6% |
| Participant deferral / active EE | $2,808 | $1,440+94.9% | $1,952+43.8% | $5,569-49.6% |
| Admin fee / account holder | $8 | $78-89.7% | $2,829-99.7% | $79-89.9% |