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 INV INST OP'S CO INC Service code 64 · EIN 04-2647786 164 NORTHERN AVE · BOSTON, MA 02110 | Recordkeeping Fees | $437,347 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNIS KNUPP Service code 26 · EIN 36-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Participants) | $40,601 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $16,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,348 | $111,945-30.0% | $62,995+24.4% | $80,976-3.2% |
| Participation rate | 71.0% | 65.1%+6.0pp | 74.8%-3.8pp | 68.3%+2.8pp |
| Annual return | 14.34% | 17.10%-2.8pp | 87.57%-73.2pp | 22.91%-8.6pp |
| Employer contribution / active EE | $2,902 | $4,590-36.8% | $2,759+5.2% | $2,402+20.8% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $3,329-100.0% | $3,848-100.0% |
| Admin fee / account holder | $58 | $24+135.1% | $3,600-98.4% | $67-14.7% |