Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $251,140 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
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 | $164,024 | $122,693+33.7% | $184,203-11.0% | $199,593-17.8% |
| Participation rate | 98.3% | 86.8%+11.5pp | 86.8%+11.5pp | 72.0%+26.3pp |
| Annual return | 15.90% | 143.91%-128.0pp | 28.81%-12.9pp | 34.25%-18.4pp |
| Employer contribution / active EE | $7,101 | $4,584+54.9% | $6,427+10.5% | $3,034+134.0% |
| Participant deferral / active EE | $8,776 | $7,990+9.8% | $9,131-3.9% | $5,087+72.5% |
| Admin fee / account holder | $48 | $121-60.5% | $13,901-99.7% | $269-82.3% |