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 37 · EIN 04-2647786 | Loan Processing | $330,121 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,467 | $145,906-48.3% | $67,502+11.8% | $106,382-29.1% |
| Participation rate | 99.7% | 67.1%+32.5pp | 72.9%+26.8pp | 69.9%+29.8pp |
| Annual return | 12.83% | 15.10%-2.3pp | 3512.12%-3499.3pp | 17.37%-4.5pp |
| Employer contribution / active EE | $8 | $6,028-99.9% | $2,731-99.7% | $3,364-99.8% |
| Participant deferral / active EE | $7,103 | $5,093+39.5% | $4,000+77.6% | $5,569+27.5% |
| Admin fee / account holder | $14 | $38-62.5% | $3,998-99.6% | $79-82.1% |