Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 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 37 · EIN 04-2647786 | Loan Processing | -$296,266 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,593 | $129,021+12.1% | $184,203-21.5% | $77,643+86.2% |
| Participation rate | 94.9% | 87.3%+7.6pp | 86.8%+8.1pp | 70.6%+24.3pp |
| Annual return | 18.21% | 33.27%-15.1pp | 28.81%-10.6pp | 31.24%-13.0pp |
| Employer contribution / active EE | $2,950 | $4,413-33.1% | $6,427-54.1% | $2,726+8.2% |
| Participant deferral / active EE | $7,085 | $7,297-2.9% | $9,131-22.4% | $4,647+52.4% |
| Admin fee / account holder | $38 | $254-85.1% | $13,901-99.7% | $430-91.2% |