Filed April 4, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,340 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,236 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,986 | $88,890-26.9% | $102,423-36.6% | $77,643-16.3% |
| Participation rate | 85.1% | 80.9%+4.2pp | 76.5%+8.6pp | 70.6%+14.5pp |
| Annual return | 15.95% | 24.98%-9.0pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,274 | $2,698-15.7% | $3,023-24.8% | $2,726-16.6% |
| Participant deferral / active EE | $4,711 | $5,145-8.4% | $5,053-6.8% | $4,647+1.4% |
| Admin fee / account holder | $161 | $235-31.4% | $9,451-98.3% | $430-62.5% |