Filed December 28, 2020 (most recent of 4 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 Service code 37 · EIN 04-2647786 | Loan Processing | $157,472 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $105,029 |
FID INV INST OPS CO7 years Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $394,756 | $53,136+642.9% | $155,509+153.8% | $199,593+97.8% |
| Participation rate | 93.6% | 64.1%+29.6pp | 78.2%+15.4pp | 72.0%+21.7pp |
| Annual return | 18.07% | 41.15%-23.1pp | 64.67%-46.6pp | 34.25%-16.2pp |
| Employer contribution / active EE | $25,759 | $1,851+1291.6% | $4,672+451.3% | $3,034+748.9% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $78 | $185-58.1% | $15,912-99.5% | $269-71.1% |