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 |
|---|---|---|
RPW SOLUTIONS LLC1 year Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $16,823 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,110 |
Service code 33 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $11,104 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $494 |
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 | $63,668 | $84,487-24.6% | $125,339-49.2% | $66,914-4.9% |
| Participation rate | 91.4% | 76.4%+15.0pp | 82.4%+9.0pp | 69.8%+21.6pp |
| Annual return | -17.39% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,648 | $3,553-25.5% | $4,814-45.0% | $2,544+4.1% |
| Participant deferral / active EE | $7,916 | $6,781+16.7% | $7,446+6.3% | $4,237+86.8% |
| Admin fee / account holder | $213 | $685-68.9% | $10,010-97.9% | $593-64.1% |