Filed October 10, 2024 (most recent of 3 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 Service code 37 · EIN 04-2647786 | Loan Processing | $685 |
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $50 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,986 | $89,355-3.8% | $141,162-39.1% | $72,985+17.8% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 23.72% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,274 | $3,114-59.1% | $4,735-73.1% | $2,440-47.8% |
| Participant deferral / active EE | $7,827 | $5,418+44.5% | $6,709+16.7% | $3,607+117.0% |
| Admin fee / account holder | $6 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |