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 | $62,411 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $13,670 |
Filed as: DIMEO SCNEIDER & ASSOCIATES, L.L.C. Service code 27 · EIN 36-4001764 | Advisory (Plan) | $9,159 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $8,870 |
Filed as: FIDELITY INV INDT OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,727 | $56,095+166.9% | $178,490-16.1% | $90,288+65.8% |
| Participation rate | 85.1% | 65.6%+19.5pp | 81.9%+3.1pp | 73.4%+11.7pp |
| Annual return | 17.84% | 28.81%-11.0pp | 151.07%-133.2pp | 53.97%-36.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $9,630 | $2,669+260.9% | $5,202+85.1% | $4,232+127.5% |
| Admin fee / account holder | $31 | $101-69.1% | $13,984-99.8% | $114-72.7% |