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 | $10,411 |
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 | $376,552 | $65,061+478.8% | $143,757+161.9% | $66,914+462.7% |
| Participation rate | 92.8% | 65.2%+27.6pp | 80.3%+12.5pp | 69.8%+23.0pp |
| Annual return | -14.91% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $7,885 | $2,361+234.0% | $4,951+59.3% | $2,544+209.9% |
| Participant deferral / active EE | $19,908 | $2,919+582.0% | $5,637+253.2% | $4,237+369.9% |
| Admin fee / account holder | $59 | $502-88.1% | $14,673-99.6% | $593-90.0% |