Filed July 6, 2017 (most recent of 2 filings on file)
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 | $44,975 |
KEITER2 years Service code 10 · EIN 54-1631262 | Accounting | $40,551 |
JANNEY MONTGOMERY SCOTT LLC4 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $24,975 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,836 | $45,031+103.9% | $84,966+8.1% | $77,643+18.3% |
| Participation rate | 86.4% | 48.7%+37.7pp | 67.5%+18.9pp | 70.6%+15.8pp |
| Annual return | 17.81% | 79.22%-61.4pp | 66.38%-48.6pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,905 | $1,609+18.4% | $2,727-30.2% | $2,726-30.1% |
| Participant deferral / active EE | $9,004 | $2,807+220.7% | $4,519+99.2% | $4,647+93.8% |
| Admin fee / account holder | $159 | $912-82.6% | $6,149-97.4% | $430-63.1% |