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 INSTITUTIONAL11+ years Filed as: FIDELITY INV. INST. OPER. COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $91,466 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,630 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 34-1846498 | Accounting | $13,982 |
Service code 10 · EIN 04-2530412 | Accounting | $8,390 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $116,842 | $115,444+1.2% | $65,493+78.4% | $102,872+13.6% |
| Participation rate | 49.9% | 71.2%-21.2pp | 73.1%-23.1pp | 73.0%-23.1pp |
| Annual return | 20.57% | 15.94%+4.6pp | 982.45%-961.9pp | 19.06%+1.5pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,574-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $4,961 | $4,118+20.5% | $3,961+25.2% | $5,535-10.4% |
| Admin fee / account holder | $44 | $123-64.2% | $5,028-99.1% | $292-84.9% |