Filed January 11, 2019
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $168,555 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$323,010 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,946 | $94,876+223.5% | $82,389+272.6% | $102,872+198.4% |
| Participation rate | 99.2% | 70.6%+28.6pp | 69.5%+29.7pp | 73.0%+26.2pp |
| Annual return | 18.29% | 17.83%+0.5pp | 28.67%-10.4pp | 19.06%-0.8pp |
| Employer contribution / active EE | $13,597 | $3,789+258.9% | $2,517+440.2% | $3,526+285.6% |
| Participant deferral / active EE | $13,976 | $4,496+210.8% | $4,155+236.4% | $5,535+152.5% |
| Admin fee / account holder | $54 | $214-74.8% | $7,231-99.3% | $292-81.6% |