Filed April 5, 2016 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $180,237 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $111,185 |
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 | $115,433 | $122,186-5.5% | $146,958-21.5% | $199,593-42.2% |
| Participation rate | 98.4% | 78.3%+20.1pp | 82.2%+16.3pp | 72.0%+26.5pp |
| Annual return | 16.01% | 30.56%-14.5pp | 418.34%-402.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $8,581 | $4,093+109.7% | $4,933+74.0% | $3,034+182.8% |
| Participant deferral / active EE | $11,323 | $8,502+33.2% | $8,070+40.3% | $5,087+122.6% |
| Admin fee / account holder | $71 | $179-60.5% | $12,998-99.5% | $269-73.7% |