Filed April 29, 2021
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 9-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 INVTS INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,822 | $88,730-52.9% | $82,313-49.2% | $77,958-46.4% |
| Participation rate | 59.3% | 84.5%-25.2pp | 76.9%-17.5pp | 71.6%-12.3pp |
| Annual return | 12.56% | 20.88%-8.3pp | 25.88%-13.3pp | 20.87%-8.3pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $2,428-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,345 | $4,634-49.4% | $3,706-36.7% | $3,537-33.7% |
| Admin fee / account holder | $154 | $74+108.1% | $5,608-97.3% | $97+58.1% |