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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,646,028 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,750 | $46,969+118.8% | $154,107-33.3% | $73,367+40.0% |
| Participation rate | 98.1% | 72.4%+25.8pp | 83.0%+15.1pp | 69.5%+28.7pp |
| Annual return | 9.13% | 821.68%-812.6pp | 735.12%-726.0pp | 173.45%-164.3pp |
| Employer contribution / active EE | $1,989 | $1,723+15.4% | $5,298-62.5% | $2,499-20.4% |
| Participant deferral / active EE | $5,617 | $3,162+77.6% | $5,081+10.5% | $4,033+39.3% |
| Admin fee / account holder | $43 | $47-8.5% | $13,411-99.7% | $68-37.6% |