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 | $21,867 |
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 | $450,602 | $61,272+635.4% | $149,673+201.1% | $71,457+530.6% |
| Participation rate | 94.9% | 62.5%+32.4pp | 78.8%+16.2pp | 67.9%+27.0pp |
| Annual return | 21.63% | 35.85%-14.2pp | 134.42%-112.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $7,940 | $2,378+233.8% | $4,818+64.8% | $2,588+206.8% |
| Participant deferral / active EE | $21,043 | $2,917+621.4% | $5,680+270.5% | $4,289+390.6% |
| Admin fee / account holder | $117 | $1,261-90.7% | $13,210-99.1% | $1,587-92.6% |