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 | $98,727-37.0% | $113,168-45.0% | $85,563-27.3% |
| Participation rate | 94.6% | 80.8%+13.8pp | 76.6%+18.0pp | 66.0%+28.6pp |
| Annual return | 17.98% | 17.43%+0.5pp | 24.27%-6.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $2,880 | $2,907-0.9% | $2,975-3.2% | $2,654+8.5% |
| Participant deferral / active EE | $6,184 | $5,424+14.0% | $5,107+21.1% | $4,375+41.3% |
| Admin fee / account holder | $139 | $357-61.2% | $12,068-98.9% | $834-83.4% |