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 | $2,625 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $432,177 | $61,156+606.7% | $185,823+132.6% | $79,386+444.4% |
| Participation rate | 93.5% | 66.6%+26.9pp | 81.7%+11.8pp | 70.7%+22.8pp |
| Annual return | 14.63% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $7,393 | $2,321+218.6% | $5,167+43.1% | $2,427+204.6% |
| Participant deferral / active EE | $18,610 | $2,789+567.4% | $5,568+234.2% | $4,046+360.0% |
| Admin fee / account holder | -$15 | $710-102.1% | $16,237-100.1% | $626-102.4% |