Filed November 9, 2022 (most recent of 5 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $97,117 |
FINANCIAL ENGINES9 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $91,353 |
Filed as: PRIME BUCHHOLZ Service code 27 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Advisory (Plan) | $31,986 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $11,800 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 66 HUDSON BLVD · NEW YORK, NY 10001 | Advisory (Plan) | $5,833 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,958 | $53,136+65.5% | $155,509-43.4% | $199,593-55.9% |
| Participation rate | 81.9% | 64.1%+17.9pp | 78.2%+3.8pp | 72.0%+10.0pp |
| Annual return | 15.54% | 41.15%-25.6pp | 64.67%-49.1pp | 34.25%-18.7pp |
| Employer contribution / active EE | $545 | $1,851-70.6% | $4,672-88.3% | $3,034-82.0% |
| Participant deferral / active EE | $4,898 | $3,161+55.0% | $5,626-12.9% | $5,087-3.7% |
| Admin fee / account holder | $99 | $185-46.6% | $15,912-99.4% | $269-63.2% |