Filed November 3, 2020 (most recent of 5 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,658 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,909 | $55,331+62.5% | $81,812+9.9% | $199,593-55.0% |
| Participation rate | 99.5% | 62.5%+37.0pp | 72.3%+27.2pp | 72.0%+27.6pp |
| Annual return | 14.81% | 19.59%-4.8pp | 773.79%-759.0pp | 34.25%-19.4pp |
| Employer contribution / active EE | $8,871 | $2,101+322.3% | $2,912+204.6% | $3,034+192.4% |
| Participant deferral / active EE | $7,228 | $3,283+120.2% | $4,319+67.4% | $5,087+42.1% |
| Admin fee / account holder | $21 | $346-93.8% | $7,386-99.7% | $269-92.1% |