Filed December 13, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,492 | $87,870+47.4% | $113,168+14.4% | $74,304+74.3% |
| Participation rate | 91.7% | 70.7%+21.0pp | 76.6%+15.2pp | 60.3%+31.4pp |
| Annual return | 16.48% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,540 | $2,277+11.5% | $2,975-14.6% | $2,241+13.3% |
| Participant deferral / active EE | $6,271 | $4,241+47.9% | $5,107+22.8% | $3,767+66.5% |
| Admin fee / account holder | $136 | $3,368-95.9% | $12,068-98.9% | $2,969-95.4% |