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 INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,192 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $212,149 | $46,360+357.6% | $147,614+43.7% | $52,331+305.4% |
| Participation rate | 87.1% | 64.9%+22.1pp | 84.6%+2.4pp | 68.1%+18.9pp |
| Annual return | 1.24% | 1.62%-0.4pp | 61.98%-60.7pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,192 | $2,126+3.1% | $5,564-60.6% | $1,882+16.5% |
| Participant deferral / active EE | $15,809 | $2,258+600.3% | $4,895+222.9% | $3,022+423.1% |
| Admin fee / account holder | $23 | $766-97.0% | $11,611-99.8% | $592-96.1% |