Filed January 7, 2020
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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $79,595 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,632 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $27,274 |
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 | $160,250 | $65,908+143.1% | $81,812+95.9% | $77,643+106.4% |
| Participation rate | 74.4% | 65.8%+8.6pp | 72.3%+2.1pp | 70.6%+3.9pp |
| Annual return | 14.85% | 26.64%-11.8pp | 773.79%-758.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $5,014 | $2,370+111.5% | $2,912+72.2% | $2,726+83.9% |
| Participant deferral / active EE | $7,336 | $3,505+109.3% | $4,319+69.9% | $4,647+57.9% |
| Admin fee / account holder | $231 | $526-56.1% | $7,386-96.9% | $430-46.3% |