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 | $98,652+146.2% | $142,942+69.9% | $82,448+194.6% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.8%+10.9pp | 68.1%+19.6pp |
| Annual return | 17.37% | 22.65%-5.3pp | 113.70%-96.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $9,417 | $3,211+193.3% | $4,139+127.5% | $2,551+269.2% |
| Participant deferral / active EE | $10,409 | $5,580+86.5% | $7,128+46.0% | $4,139+151.5% |
| Admin fee / account holder | -$33 | $8,078-100.4% | $12,475-100.3% | $7,234-100.5% |