Filed November 16, 2016 (most recent of 3 filings on file)
Total covered: 11 employees
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 | -$6,620 |
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 | $242,917 | $102,605+136.7% | $145,661+66.8% | $84,808+186.4% |
| Participation rate | 87.7% | 74.3%+13.4pp | 77.2%+10.5pp | 68.3%+19.4pp |
| Annual return | 17.37% | 26.50%-9.1pp | 101.46%-84.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $9,417 | $3,325+183.2% | $4,238+122.2% | $2,631+257.9% |
| Participant deferral / active EE | $10,409 | $5,750+81.0% | $7,198+44.6% | $4,212+147.2% |
| Admin fee / account holder | -$33 | $8,758-100.4% | $12,466-100.3% | $7,344-100.5% |