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) | $23,357 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$77 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,133 | $132,049-48.4% | $200,582-66.0% | $74,304-8.3% |
| Participation rate | 87.3% | 84.1%+3.3pp | 86.9%+0.4pp | 60.3%+27.0pp |
| Annual return | 13.52% | 22.22%-8.7pp | 42.33%-28.8pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,501 | $4,558-45.1% | $6,419-61.0% | $2,241+11.6% |
| Participant deferral / active EE | $4,215 | $7,213-41.6% | $9,331-54.8% | $3,767+11.9% |
| Admin fee / account holder | $127 | $2,405-94.7% | $16,305-99.2% | $2,969-95.7% |