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 | $7,478 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,388 | $47,977+459.4% | $154,107+74.2% | $56,287+376.8% |
| Participation rate | 93.4% | 66.2%+27.2pp | 83.0%+10.3pp | 69.9%+23.5pp |
| Annual return | -5.71% | 3.54%-9.2pp | 735.12%-740.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $5,723 | $2,169+163.9% | $5,298+8.0% | $2,111+171.1% |
| Participant deferral / active EE | $17,775 | $2,392+643.2% | $5,081+249.9% | $3,350+430.6% |
| Admin fee / account holder | $45 | $438-89.8% | $13,411-99.7% | $521-91.4% |