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 | $7,451 |
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 | $420,383 | $58,879+614.0% | $178,490+135.5% | $73,488+472.0% |
| Participation rate | 92.2% | 66.2%+25.9pp | 81.9%+10.2pp | 70.7%+21.5pp |
| Annual return | 20.87% | 24.86%-4.0pp | 151.07%-130.2pp | 28.51%-7.6pp |
| Employer contribution / active EE | $7,190 | $2,236+221.5% | $5,011+43.5% | $2,270+216.7% |
| Participant deferral / active EE | $19,004 | $2,567+640.2% | $5,202+265.4% | $3,740+408.2% |
| Admin fee / account holder | $43 | $400-89.2% | $13,984-99.7% | $513-91.6% |