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 | $3,899,686 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 60 PO BOX 182021 · COLUMBUS, OH 43272 | Sub-TA Fees | $60 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,044 | $58,202+70.2% | $172,739-42.7% | $89,569+10.6% |
| Participation rate | 92.7% | 72.8%+19.9pp | 82.6%+10.1pp | 69.6%+23.2pp |
| Annual return | 10.83% | 61.59%-50.8pp | 802.84%-792.0pp | 34.56%-23.7pp |
| Employer contribution / active EE | $1,979 | $1,759+12.5% | $5,143-61.5% | $2,584-23.4% |
| Participant deferral / active EE | $5,685 | $3,335+70.5% | $5,198+9.4% | $4,220+34.7% |
| Admin fee / account holder | $53 | $53+1.4% | $13,954-99.6% | $72-25.6% |