Filed March 26, 2024 (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 6-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 |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV OPS Service code 37 · EIN 04-2647786 | Loan Processing | $122,263 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS,INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,895 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,530 | $53,136-3.0% | $155,509-66.9% | $199,593-74.2% |
| Participation rate | 95.5% | 64.1%+31.4pp | 78.2%+17.3pp | 72.0%+23.5pp |
| Annual return | 118.51% | 41.15%+77.4pp | 64.67%+53.8pp | 34.25%+84.3pp |
| Employer contribution / active EE | $3,396 | $1,851+83.5% | $4,672-27.3% | $3,034+11.9% |
| Participant deferral / active EE | $5,553 | $3,161+75.7% | $5,626-1.3% | $5,087+9.2% |
| Admin fee / account holder | $29 | $185-84.6% | $15,912-99.8% | $269-89.4% |