Filed March 22, 2024 (most recent of 3 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 |
|---|---|---|
NIXON PEABODY LLP2 years Filed as: NIXON PEABODY Service code 49 · EIN 16-0764720 | Other Services | $37,318 |
FID INV INST OPS CO2 years Service code 28 · EIN 04-3532603 | Investment Management | $7,750 |
Filed as: FIDELITY INVEST INST OPS COM Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$10,294 |
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 | $91,379 | $44,989+103.1% | $170,442-46.4% | $77,958+17.2% |
| Participation rate | 91.6% | 64.6%+27.0pp | 83.6%+8.0pp | 71.6%+19.9pp |
| Annual return | 16.14% | 19.61%-3.5pp | 205.93%-189.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $3,748 | $1,466+155.6% | $5,433-31.0% | $2,310+62.2% |
| Participant deferral / active EE | $3,122 | $2,208+41.4% | $4,939-36.8% | $3,537-11.7% |
| Admin fee / account holder | $105 | $69+51.6% | $13,880-99.2% | $97+7.3% |