Filed July 20, 2022 (most recent of 7 filings on file)
Total covered: 137 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 INVEST INST. OPER CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,010 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,577 | $55,415+825.0% | $155,509+229.6% | $74,495+588.1% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.7pp | 67.2%+27.6pp |
| Annual return | 16.13% | 268.50%-252.4pp | 64.67%-48.5pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $9,151 | $2,267+303.7% | $4,672+95.9% | $2,623+248.9% |
| Participant deferral / active EE | $22,634 | $2,836+698.1% | $5,626+302.3% | $4,346+420.8% |
| Admin fee / account holder | $21 | $1,738-98.8% | $15,912-99.9% | $1,942-98.9% |