Filed May 1, 2020 (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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $18,431 |
TIAA9 years Service code 37 · EIN 13-1624203 | Loan Processing | $146 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,928 | $96,018-41.8% | $65,493-14.6% | $85,563-34.6% |
| Participation rate | 58.2% | 74.8%-16.6pp | 73.1%-14.9pp | 66.0%-7.8pp |
| Annual return | 16.01% | 14.51%+1.5pp | 982.45%-966.4pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,454 | $3,235-55.1% | $2,574-43.5% | $2,654-45.2% |
| Participant deferral / active EE | $2,132 | $4,055-47.4% | $3,961-46.2% | $4,375-51.3% |
| Admin fee / account holder | $19 | $271-93.0% | $5,028-99.6% | $834-97.7% |