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 | $90,998 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $18,735 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $14,790 |
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 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 | $163,921 | $67,512+142.8% | $185,823-11.8% | $93,030+76.2% |
| Participation rate | 85.8% | 67.1%+18.6pp | 81.7%+4.1pp | 73.9%+11.9pp |
| Annual return | 15.20% | 21.04%-5.8pp | 122.05%-106.8pp | 158.70%-143.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $9,953 | $3,035+227.9% | $5,568+78.8% | $4,562+118.1% |
| Admin fee / account holder | $39 | $318-87.6% | $16,237-99.8% | $152-74.1% |