Filed November 1, 2023 (most recent of 2 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: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $22,437 |
Service code 60 | Sub-TA Fees | $0 |
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 | $37,026 | $55,415-33.2% | $155,509-76.2% | $74,495-50.3% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 17.56% | 268.50%-250.9pp | 64.67%-47.1pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,863 | $2,267+26.3% | $4,672-38.7% | $2,623+9.2% |
| Participant deferral / active EE | $6,566 | $2,836+131.5% | $5,626+16.7% | $4,346+51.1% |
| Admin fee / account holder | $144 | $1,738-91.7% | $15,912-99.1% | $1,942-92.6% |