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 |
|---|---|---|
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $13,502 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,856 |
Service code 33 29 SAWYER RD · WALTHAM, MA 02453 | Securities brokerage; Other fees | $9,102 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $645 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $50 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,382 | $98,750-4.4% | $149,696-37.0% | $79,858+18.2% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 19.31% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,628 | $3,216-18.3% | $4,644-43.4% | $2,471+6.4% |
| Participant deferral / active EE | $8,044 | $5,680+41.6% | $6,842+17.6% | $3,740+115.1% |
| Admin fee / account holder | $220 | $6,053-96.4% | $9,309-97.6% | $5,306-95.8% |