Filed December 16, 2015 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $524,332 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $32,499 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,565 | $117,148+52.4% | $67,511+164.5% | $99,061+80.3% |
| Participation rate | 99.3% | 72.7%+26.6pp | 72.9%+26.4pp | 71.6%+27.7pp |
| Annual return | 11.70% | 14.15%-2.5pp | 3517.41%-3505.7pp | 17.66%-6.0pp |
| Employer contribution / active EE | $11,610 | $4,623+151.1% | $2,733+324.9% | $3,261+256.0% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,000-100.0% | $5,331-100.0% |
| Admin fee / account holder | $33 | $50-33.9% | $3,999-99.2% | $109-69.6% |