Filed February 13, 2021 (most recent of 14 filings on file)
Total covered: 4,407 employees
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 |
|---|---|---|
Filed as: FIDELITY INVSTS INSTL OPS CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,317,888 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,294 | $164,350-2.5% | $95,952+67.1% | $106,222+50.9% |
| Participation rate | 96.8% | 90.5%+6.4pp | 77.1%+19.8pp | 70.8%+26.0pp |
| Annual return | 11.49% | 14.56%-3.1pp | 91.61%-80.1pp | 21.69%-10.2pp |
| Employer contribution / active EE | $4,700 | $4,292+9.5% | $2,541+85.0% | $2,723+72.6% |
| Participant deferral / active EE | $9,477 | $7,854+20.7% | $4,167+127.4% | $4,600+106.0% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |