Filed July 20, 2018 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,411,640 |
MMA SECURITIES LLC7 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $135,000 |
TORRILLO & ASSOCIATES, LLC8 years Filed as: TORILLO & ASSOCIATES, LLC Service code 10 · EIN 83-0414789 | Accounting | $37,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,371 | $121,719-34.8% | $154,803-48.7% | $140,769-43.6% |
| Participation rate | 56.3% | 76.3%-20.0pp | 78.1%-21.8pp | 74.2%-17.8pp |
| Annual return | 17.70% | 19.22%-1.5pp | 58.88%-41.2pp | 16.82%+0.9pp |
| Employer contribution / active EE | $1,297 | $2,466-47.4% | $4,305-69.9% | $3,906-66.8% |
| Participant deferral / active EE | $4,306 | $5,384-20.0% | $5,540-22.3% | $6,717-35.9% |
| Admin fee / account holder | $48 | $71-32.3% | $14,329-99.7% | $229-79.1% |