Filed March 5, 2021 (most recent of 5 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 INV INST OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,133 |
Filed as: FIDELITY INV INDT OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,962 | $37,213+184.7% | $156,549-32.3% | $63,975+65.6% |
| Participation rate | 93.4% | 65.0%+28.4pp | 84.0%+9.3pp | 71.1%+22.2pp |
| Annual return | 7.20% | 47.89%-40.7pp | 32.23%-25.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $11,553 | $2,070+458.1% | $4,871+137.2% | $3,356+244.2% |
| Admin fee / account holder | $14 | $56-74.7% | $13,027-99.9% | $70-79.8% |