Filed April 23, 2024 (most recent of 4 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,322,807 |
TIAA2 years Filed as: TIAA-CREF Service code 37 · EIN 13-1624203 | Loan Processing | $11,412 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,044 | $121,719+2.7% | $154,803-19.2% | $140,769-11.2% |
| Participation rate | 97.1% | 76.3%+20.8pp | 78.1%+19.0pp | 74.2%+22.9pp |
| Annual return | 13.51% | 19.22%-5.7pp | 58.88%-45.4pp | 16.82%-3.3pp |
| Employer contribution / active EE | $2,129 | $2,466-13.7% | $4,305-50.6% | $3,906-45.5% |
| Participant deferral / active EE | $8,787 | $5,384+63.2% | $5,540+58.6% | $6,717+30.8% |
| Admin fee / account holder | $33 | $71-53.9% | $14,329-99.8% | $229-85.8% |