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 |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $13,615 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,522 |
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 | $135,100 | $47,456+184.7% | $172,739-21.8% | $77,787+73.7% |
| Participation rate | 84.3% | 66.3%+18.0pp | 82.6%+1.6pp | 73.2%+11.1pp |
| Annual return | 23.49% | 35.57%-12.1pp | 802.84%-779.4pp | 32.57%-9.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,467 | $2,560+269.9% | $5,198+82.1% | $3,967+138.6% |
| Admin fee / account holder | $24 | $81-70.9% | $13,954-99.8% | $100-76.4% |