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 | $3,635,461 |
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 37 · EIN 04-3532603 | Loan Processing | $278,110 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 60 PO BOX 182021 · COLUMBUS, OH 43272 | Sub-TA Fees | $10,618 |
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 | $102,481 | $66,513+54.1% | $178,490-42.6% | $106,222-3.5% |
| Participation rate | 92.4% | 73.8%+18.6pp | 81.9%+10.5pp | 70.8%+21.6pp |
| Annual return | 10.47% | 21.81%-11.3pp | 151.07%-140.6pp | 21.69%-11.2pp |
| Employer contribution / active EE | $1,457 | $1,776-18.0% | $5,011-70.9% | $2,723-46.5% |
| Participant deferral / active EE | $5,870 | $3,679+59.6% | $5,202+12.9% | $4,600+27.6% |
| Admin fee / account holder | $40 | $53-25.1% | $13,984-99.7% | $78-48.9% |