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 | $39,116 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,737 |
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 | $115,342 | $45,382+154.2% | $154,107-25.2% | $75,289+53.2% |
| Participation rate | 82.6% | 65.9%+16.7pp | 83.0%-0.4pp | 72.4%+10.2pp |
| Annual return | -3.75% | -0.47%-3.3pp | 735.12%-738.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,445 | $2,384+296.2% | $5,081+85.9% | $3,739+152.6% |
| Admin fee / account holder | $19 | $89-79.2% | $13,411-99.9% | $102-81.9% |