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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 16 · EIN 04-2647786 | Consulting | $112,190 |
Filed as: FIDELITY INVESTMENTS INST OP CO 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 | $65,463 | $74,933-12.6% | $154,803-57.7% | $117,739-44.4% |
| Participation rate | 98.6% | 64.5%+34.1pp | 78.1%+20.5pp | 76.6%+22.0pp |
| Annual return | 11.53% | 17.34%-5.8pp | 58.88%-47.4pp | 17.29%-5.8pp |
| Employer contribution / active EE | $1,347 | $2,316-41.8% | $4,305-68.7% | $3,746-64.0% |
| Participant deferral / active EE | $0 | $3,942-100.0% | $5,540-100.0% | $6,128-100.0% |
| Admin fee / account holder | $11 | $129-91.2% | $14,329-99.9% | $112-89.9% |