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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,562 |
Service code 33 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $12,495 |
RPW SOLUTIONS LLC3 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $2,910 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $390 |
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 | $84,005 | $101,317-17.1% | $146,958-42.8% | $74,495+12.8% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.8pp | 67.2%+30.7pp |
| Annual return | 17.75% | 8730.91%-8713.2pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $4,953 | $3,810+30.0% | $4,933+0.4% | $2,623+88.8% |
| Participant deferral / active EE | $9,981 | $7,303+36.7% | $8,070+23.7% | $4,346+129.7% |
| Admin fee / account holder | $72 | $1,739-95.8% | $12,998-99.4% | $1,942-96.3% |