Filed June 7, 2016 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,676 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,935 | $129,021-34.2% | $184,203-53.9% | $77,643+9.4% |
| Participation rate | 97.5% | 87.3%+10.2pp | 86.8%+10.7pp | 70.6%+26.9pp |
| Annual return | 16.70% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,970 | $4,413-10.0% | $6,427-38.2% | $2,726+45.6% |
| Participant deferral / active EE | $5,983 | $7,297-18.0% | $9,131-34.5% | $4,647+28.8% |
| Admin fee / account holder | $6 | $254-97.5% | $13,901-100.0% | $430-98.6% |