Filed November 25, 2024 (most recent of 6 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 INST OPS Service code 64 · EIN 04-2647786 164 NORTHERN AVE · BOSTON, MA 02210 | Recordkeeping Fees | $267,411 |
HEWITT ASSOCIATES LLC9 years Filed as: HEWITT ENNIS KNUPP Service code 16 · EIN 36-3109431 39584 TREASURY CTR · CHICAGO, IL 60694 | Consulting | $74,155 |
BDO USA, LLP2 years Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $28,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,183 | $117,148+7.7% | $67,502+86.9% | $99,062+27.4% |
| Participation rate | 67.2% | 72.7%-5.5pp | 72.9%-5.7pp | 71.6%-4.4pp |
| Annual return | 12.77% | 14.15%-1.4pp | 3512.12%-3499.4pp | 17.66%-4.9pp |
| Employer contribution / active EE | $7,669 | $4,623+65.9% | $2,731+180.8% | $3,262+135.1% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,000-100.0% | $5,331-100.0% |
| Admin fee / account holder | $55 | $50+10.5% | $3,998-98.6% | $109-49.2% |