Filed October 2, 2015
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 ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,588 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$47,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,973 | $111,072+3.5% | $156,263-26.4% | $102,872+11.8% |
| Participation rate | 98.8% | 80.1%+18.6pp | 78.9%+19.9pp | 73.0%+25.7pp |
| Annual return | 17.48% | 16.98%+0.5pp | 59.47%-42.0pp | 19.06%-1.6pp |
| Employer contribution / active EE | $4,101 | $4,017+2.1% | $4,333-5.4% | $3,526+16.3% |
| Participant deferral / active EE | $7,328 | $5,455+34.3% | $6,158+19.0% | $5,535+32.4% |
| Admin fee / account holder | -$2 | $120-101.5% | $14,255-100.0% | $292-100.6% |