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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $1,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,839 | $68,408-24.2% | $57,179-9.3% | $57,658-10.1% |
| Participation rate | 66.8% | 79.1%-12.3pp | 75.3%-8.5pp | 70.2%-3.4pp |
| Annual return | 9.09% | 8.51%+0.6pp | 14.59%-5.5pp | 5.13%+4.0pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,448 | $2,903+53.2% | $3,096+43.7% | $3,061+45.3% |
| Admin fee / account holder | $2 | $70-97.5% | $3,139-99.9% | $95-98.1% |