Filed October 2, 2015
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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,690 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$47,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,110 | $2,679,533-96.1% | $164,813-36.2% | $199,593-47.3% |
| Participation rate | 98.0% | 78.3%+19.7pp | 78.6%+19.4pp | 72.0%+26.0pp |
| Annual return | 16.93% | 17.93%-1.0pp | 69.93%-53.0pp | 34.25%-17.3pp |
| Employer contribution / active EE | $3,837 | $2,970+29.2% | $4,341-11.6% | $3,034+26.5% |
| Participant deferral / active EE | $6,755 | $5,010+34.8% | $6,031+12.0% | $5,087+32.8% |
| Admin fee / account holder | -$15 | $1,982-100.8% | $12,690-100.1% | $269-105.6% |