Filed May 3, 2022 (most recent of 17 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 |
|---|---|---|
Filed as: PWC US TAX LLP Service code 49 · EIN 92-0460586 | Other Services | $133,134 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $87,457 |
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 | $173,383 | $122,693+41.3% | $184,203-5.9% | $199,593-13.1% |
| Participation rate | 89.8% | 86.8%+3.0pp | 86.8%+3.0pp | 72.0%+17.9pp |
| Annual return | 22.37% | 143.91%-121.5pp | 28.81%-6.4pp | 34.25%-11.9pp |
| Employer contribution / active EE | $3,768 | $4,584-17.8% | $6,427-41.4% | $3,034+24.2% |
| Participant deferral / active EE | $17,786 | $7,990+122.6% | $9,131+94.8% | $5,087+249.7% |
| Admin fee / account holder | $97 | $121-19.9% | $13,901-99.3% | $269-64.1% |