Filed January 19, 2024 (most recent of 3 filings on file)
Total covered: 9,200 employees
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 | $276,294 |
Filed as: INNOVEST, INC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $46,818 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,308 | $117,739-51.3% | $126,539-54.7% | $117,739-51.3% |
| Participation rate | 90.7% | 76.6%+14.1pp | 69.8%+20.9pp | 76.6%+14.1pp |
| Annual return | 32.19% | 17.29%+14.9pp | 425.95%-393.8pp | 17.29%+14.9pp |
| Employer contribution / active EE | $4,117 | $3,746+9.9% | $3,674+12.1% | $3,746+9.9% |
| Participant deferral / active EE | $6,093 | $6,128-0.6% | $4,083+49.2% | $6,128-0.6% |
| Admin fee / account holder | $28 | $112-74.7% | $6,065-99.5% | $112-74.7% |