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 | $6,692 |
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 | $332,317 | $52,953+527.6% | $172,739+92.4% | $65,185+409.8% |
| Participation rate | 94.1% | 66.2%+27.9pp | 82.6%+11.4pp | 70.2%+23.9pp |
| Annual return | 23.81% | 30.12%-6.3pp | 802.84%-779.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $6,136 | $2,190+180.2% | $5,143+19.3% | $2,177+181.9% |
| Participant deferral / active EE | $18,361 | $2,471+643.1% | $5,198+253.3% | $3,514+422.5% |
| Admin fee / account holder | $38 | $472-91.9% | $13,954-99.7% | $847-95.5% |