Filed December 27, 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 |
|---|---|---|
Service code 10 · EIN 23-2723863 | Accounting | $13,708 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,900 | $129,021-31.1% | $184,203-51.7% | $77,643+14.5% |
| Participation rate | 96.8% | 87.3%+9.5pp | 86.8%+10.0pp | 70.6%+26.2pp |
| Annual return | 16.53% | 33.27%-16.7pp | 28.81%-12.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $3,723 | $4,413-15.6% | $6,427-42.1% | $2,726+36.6% |
| Participant deferral / active EE | $5,937 | $7,297-18.6% | $9,131-35.0% | $4,647+27.7% |
| Admin fee / account holder | $168 | $254-33.8% | $13,901-98.8% | $430-61.0% |