Filed May 26, 2022
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 9-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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $9,675 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,804 | $55,453-53.5% | $170,442-84.9% | $62,292-58.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.02% | 21.38%-9.4pp | 205.93%-193.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $2,019 | $2,164-6.7% | $5,433-62.8% | $2,042-1.1% |
| Participant deferral / active EE | $3,368 | $2,303+46.3% | $4,939-31.8% | $3,169+6.3% |
| Admin fee / account holder | $39 | $455-91.4% | $13,880-99.7% | $479-91.8% |