Filed December 19, 2016
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 9-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 | $65,648 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $28,250 |
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 | $172,518 | $89,436+92.9% | $164,813+4.7% | $77,643+122.2% |
| Participation rate | 96.2% | 78.6%+17.6pp | 78.6%+17.6pp | 70.6%+25.6pp |
| Annual return | 19.58% | 28.83%-9.2pp | 69.93%-50.4pp | 31.24%-11.7pp |
| Employer contribution / active EE | $23,408 | $2,569+811.3% | $4,341+439.3% | $2,726+758.8% |
| Participant deferral / active EE | $20,325 | $4,897+315.1% | $6,031+237.0% | $4,647+337.4% |
| Admin fee / account holder | $79 | $339-76.8% | $12,690-99.4% | $430-81.7% |