Filed May 26, 2022 (most recent of 2 filings on file)
Total covered: 71 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$189,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,923 | $122,693+74.4% | $184,203+16.1% | $199,593+7.2% |
| Participation rate | 98.1% | 86.8%+11.3pp | 86.8%+11.3pp | 72.0%+26.2pp |
| Annual return | 14.53% | 143.91%-129.4pp | 28.81%-14.3pp | 34.25%-19.7pp |
| Employer contribution / active EE | $4,351 | $4,584-5.1% | $6,427-32.3% | $3,034+43.4% |
| Participant deferral / active EE | $8,158 | $7,990+2.1% | $9,131-10.7% | $5,087+60.4% |
| Admin fee / account holder | -$122 | $121-201.4% | $13,901-100.9% | $269-145.5% |