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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $48,916 |
STOWE & DEGON, LLC3+ years Service code 10 · EIN 04-3379904 | Accounting | $13,900 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $569 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $180,242 | $74,552+141.8% | $62,995+186.1% | $69,631+158.9% |
| Participation rate | 87.1% | 78.3%+8.8pp | 74.8%+12.3pp | 70.7%+16.4pp |
| Annual return | 14.23% | 15.77%-1.5pp | 87.57%-73.3pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $6,220 | $2,929+112.3% | $2,759+125.4% | $2,032+206.1% |
| Participant deferral / active EE | $6,170 | $2,974+107.5% | $3,329+85.3% | $3,224+91.4% |
| Admin fee / account holder | $44 | $59-26.8% | $3,600-98.8% | $110-60.6% |