Filed March 20, 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 | $134,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,650 | $55,331+349.4% | $81,812+203.9% | $199,593+24.6% |
| Participation rate | 98.2% | 62.5%+35.7pp | 72.3%+25.9pp | 72.0%+26.3pp |
| Annual return | 14.18% | 19.59%-5.4pp | 773.79%-759.6pp | 34.25%-20.1pp |
| Employer contribution / active EE | $15,056 | $2,101+616.7% | $2,912+417.0% | $3,034+396.2% |
| Participant deferral / active EE | $11,791 | $3,283+259.2% | $4,319+173.0% | $5,087+131.8% |
| Admin fee / account holder | $78 | $346-77.3% | $7,386-98.9% | $269-70.8% |