Filed December 13, 2019 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST. INSTIT OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $66,705 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,560 | $91,762+112.0% | $67,502+188.2% | $77,643+150.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 72.9%+4.9pp | 70.6%+7.2pp |
| Annual return | 11.36% | 14.87%-3.5pp | 3512.12%-3500.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $6,411 | $3,181+101.5% | $2,731+134.8% | $2,726+135.2% |
| Participant deferral / active EE | $4,987 | $3,903+27.8% | $4,000+24.7% | $4,647+7.3% |
| Admin fee / account holder | $62 | $176-64.9% | $3,998-98.5% | $430-85.6% |