Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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 INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $65,592 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,936 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 | Consulting | $4,919 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,111 | $96,018+40.7% | $65,493+106.3% | $85,563+57.9% |
| Participation rate | 99.9% | 74.8%+25.0pp | 73.1%+26.8pp | 66.0%+33.9pp |
| Annual return | 13.07% | 14.51%-1.4pp | 982.45%-969.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $11,812 | $3,235+265.1% | $2,574+358.9% | $2,654+345.1% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $71 | $271-73.8% | $5,028-98.6% | $834-91.5% |