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 | $94,099 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,948 |
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 | $182,254 | $61,058+198.5% | $71,209+155.9% | $85,563+113.0% |
| Participation rate | 87.7% | 58.6%+29.1pp | 73.8%+13.9pp | 66.0%+21.7pp |
| Annual return | 16.87% | 100.41%-83.5pp | 282.51%-265.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $5,726 | $2,199+160.5% | $2,721+110.5% | $2,654+115.8% |
| Participant deferral / active EE | $8,645 | $3,173+172.5% | $4,175+107.1% | $4,375+97.6% |
| Admin fee / account holder | $219 | $855-74.4% | $5,349-95.9% | $834-73.8% |