Filed February 19, 2020 (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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 14 · EIN 04-2647786 | Plan Administrator | $449,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,197 | $78,781+45.0% | $100,516+13.6% | $73,409+55.6% |
| Participation rate | 99.5% | 80.0%+19.5pp | 79.4%+20.1pp | 72.2%+27.4pp |
| Annual return | -80.82% | 31.69%-112.5pp | 30.89%-111.7pp | 59.29%-140.1pp |
| Employer contribution / active EE | $31,412 | $2,420+1198.2% | $3,418+819.1% | $2,234+1306.3% |
| Participant deferral / active EE | $56,744 | $6,537+768.0% | $6,270+805.0% | $3,805+1391.1% |
| Admin fee / account holder | $600 | $145+312.8% | $8,081-92.6% | $158+280.0% |