Filed November 30, 2023 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $93,951 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $58,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,194 | $103,024-39.6% | $112,040-44.5% | $79,634-21.9% |
| Participation rate | 94.6% | 80.6%+14.0pp | 76.5%+18.1pp | 62.5%+32.1pp |
| Annual return | 17.98% | 17.60%+0.4pp | 24.52%-6.5pp | 36.46%-18.5pp |
| Employer contribution / active EE | $2,880 | $3,015-4.5% | $2,954-2.5% | $2,529+13.9% |
| Participant deferral / active EE | $6,184 | $5,233+18.2% | $5,098+21.3% | $3,835+61.3% |
| Admin fee / account holder | $139 | $465-70.2% | $12,098-98.9% | $1,002-86.2% |