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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,705 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$80,386 |
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 | $262,644 | $81,357+222.8% | $75,972+245.7% | $199,593+31.6% |
| Participation rate | 99.0% | 69.9%+29.1pp | 69.1%+30.0pp | 72.0%+27.1pp |
| Annual return | 13.91% | 16.32%-2.4pp | 359.55%-345.6pp | 34.25%-20.3pp |
| Employer contribution / active EE | $13,094 | $3,341+292.0% | $2,685+387.7% | $3,034+331.5% |
| Participant deferral / active EE | $13,392 | $4,710+184.3% | $4,255+214.7% | $5,087+163.3% |
| Admin fee / account holder | $49 | $144-65.9% | $6,467-99.2% | $269-81.7% |