Filed June 15, 2021 (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 | -$16,334 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,797 | $122,239-3.6% | $184,203-36.1% | $74,495+58.1% |
| Participation rate | 83.8% | 85.5%-1.7pp | 86.8%-3.0pp | 67.2%+16.6pp |
| Annual return | 29.75% | 19.95%+9.8pp | 28.81%+0.9pp | 1364.94%-1335.2pp |
| Employer contribution / active EE | $4,116 | $4,537-9.3% | $6,427-36.0% | $2,623+56.9% |
| Participant deferral / active EE | $5,596 | $7,139-21.6% | $9,131-38.7% | $4,346+28.8% |
| Admin fee / account holder | -$97 | $1,260-107.7% | $13,901-100.7% | $1,942-105.0% |