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 ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $50,078 |
VERRILL DANA LLP2 years Service code 29 · EIN 01-0176171 | Legal | $9,368 |
TIAA5+ 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 | $294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,424 | $84,948+98.3% | $70,449+139.1% | $73,409+129.4% |
| Participation rate | 93.0% | 79.9%+13.0pp | 75.1%+17.9pp | 72.2%+20.8pp |
| Annual return | 15.89% | 13.39%+2.5pp | 109.03%-93.1pp | 59.29%-43.4pp |
| Employer contribution / active EE | $3,934 | $2,834+38.8% | $2,737+43.8% | $2,234+76.1% |
| Participant deferral / active EE | $5,753 | $3,387+69.9% | $3,709+55.1% | $3,805+51.2% |
| Admin fee / account holder | $33 | $98-66.5% | $3,845-99.1% | $158-79.2% |