Filed November 15, 2024 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $104,393 |
FIDUCIENT ADVISORS LLC5 years Service code 28 · EIN 36-4001764 | Investment Management | $50,000 |
Filed as: HARVARD SQUARE FINANCIAL PLANNING L Service code 16 · EIN 46-0927748 | Consulting | $47,825 |
VERRILL DANA LLP1 year Filed as: VERRILL Service code 29 · EIN 01-0176171 | Legal | $8,228 |
Service code 60 | Sub-TA Fees | $0 |
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 | $208,165 | $96,018+116.8% | $65,493+217.8% | $85,563+143.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 15.27% | 14.51%+0.8pp | 982.45%-967.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $8,159 | $3,235+152.2% | $2,574+216.9% | $2,654+207.5% |
| Participant deferral / active EE | $8,258 | $4,055+103.7% | $3,961+108.5% | $4,375+88.7% |
| Admin fee / account holder | $98 | $271-63.9% | $5,028-98.1% | $834-88.3% |