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 | -$1,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,021 | $204,517-67.7% | $69,455-4.9% | $77,787-15.1% |
| Participation rate | 62.1% | 74.6%-12.5pp | 74.6%-12.5pp | 73.2%-11.1pp |
| Annual return | 22.44% | 22.10%+0.3pp | 28.97%-6.5pp | 32.57%-10.1pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,653 | $3,478+62.5% | $3,535+59.9% | $3,967+42.5% |
| Admin fee / account holder | $3 | $101-96.5% | $3,839-99.9% | $100-96.5% |