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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $30,240 |
VERRILL DANA LLP1 year Service code 29 · EIN 01-0176171 | Legal | $9,116 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
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 | $143,275 | $95,542+50.0% | $69,455+106.3% | $67,579+112.0% |
| Participation rate | 97.7% | 79.4%+18.3pp | 74.6%+23.1pp | 71.3%+26.4pp |
| Annual return | 19.01% | 17.67%+1.3pp | 28.97%-10.0pp | 378.56%-359.5pp |
| Employer contribution / active EE | $6,500 | $2,989+117.5% | $2,779+133.9% | $2,148+202.6% |
| Participant deferral / active EE | $5,558 | $3,263+70.3% | $3,535+57.2% | $3,539+57.0% |
| Admin fee / account holder | $23 | $90-74.7% | $3,839-99.4% | $142-84.0% |