Filed May 25, 2023 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,112 |
Filed as: FIDELITY INVESTMENTS Service code 10 · EIN 04-2647786 | Accounting | $50 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,441 | $44,221+25.4% | $121,196-54.3% | $56,287-1.5% |
| Participation rate | 91.3% | 61.1%+30.2pp | 71.7%+19.6pp | 69.9%+21.5pp |
| Annual return | 12.40% | -3.58%+16.0pp | 16.93%-4.5pp | -9.96%+22.4pp |
| Employer contribution / active EE | $1,211 | $1,480-18.1% | $4,022-69.9% | $2,111-42.6% |
| Participant deferral / active EE | $4,995 | $2,521+98.1% | $3,344+49.3% | $3,350+49.1% |
| Admin fee / account holder | $172 | $480-64.1% | $5,019-96.6% | $521-66.9% |