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 LLC2 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $17,241 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,026 |
Service code 33 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Securities brokerage; Other fees | $11,590 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $495 |
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 | $65,543 | $91,407-28.3% | $135,903-51.8% | $71,457-8.3% |
| Participation rate | 96.3% | 75.7%+20.6pp | 81.9%+14.4pp | 67.9%+28.4pp |
| Annual return | 19.30% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,093 | $3,703-16.5% | $4,856-36.3% | $2,588+19.5% |
| Participant deferral / active EE | $8,531 | $7,092+20.3% | $7,758+10.0% | $4,289+98.9% |
| Admin fee / account holder | $193 | $1,266-84.7% | $10,762-98.2% | $1,587-87.8% |