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 | $5,574 |
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 | $227,560 | $46,732+386.9% | $156,549+45.4% | $55,167+312.5% |
| Participation rate | 90.5% | 65.8%+24.7pp | 84.0%+6.5pp | 69.0%+21.5pp |
| Annual return | 7.19% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,271 | $2,105+7.9% | $5,501-58.7% | $1,963+15.7% |
| Participant deferral / active EE | $16,118 | $2,204+631.2% | $4,871+230.9% | $3,054+427.7% |
| Admin fee / account holder | $38 | $418-90.9% | $13,027-99.7% | $504-92.5% |