Filed February 12, 2020 (most recent of 2 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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,476 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,653 | $122,239-47.9% | $184,203-65.4% | $74,495-14.6% |
| Participation rate | 91.3% | 85.5%+5.8pp | 86.8%+4.5pp | 67.2%+24.1pp |
| Annual return | 17.33% | 19.95%-2.6pp | 28.81%-11.5pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,882 | $4,537-36.5% | $6,427-55.2% | $2,623+9.9% |
| Participant deferral / active EE | $4,780 | $7,139-33.0% | $9,131-47.6% | $4,346+10.0% |
| Admin fee / account holder | $139 | $1,260-89.0% | $13,901-99.0% | $1,942-92.8% |