Filed February 11, 2019
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $100,861 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,481 |
ALPHAPOINT, INC.10+ years Service code 16 · EIN 14-1884337 | Consulting | $22,500 |
BROWNEDWARDS6 years Service code 10 · EIN 54-0504608 | Accounting | $13,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,884 | $112,623-17.5% | $106,213-12.5% | $199,593-53.5% |
| Participation rate | 97.1% | 86.2%+10.9pp | 75.3%+21.8pp | 72.0%+25.1pp |
| Annual return | 14.92% | 15.57%-0.7pp | 116.14%-101.2pp | 34.25%-19.3pp |
| Employer contribution / active EE | $5,667 | $4,575+23.9% | $3,171+78.7% | $3,034+86.8% |
| Participant deferral / active EE | $6,559 | $6,659-1.5% | $5,016+30.8% | $5,087+28.9% |
| Admin fee / account holder | $110 | $107+2.5% | $11,033-99.0% | $269-59.2% |