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 INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,902 | $79,171+60.3% | $102,423+23.9% | $74,495+70.4% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.4pp |
| Annual return | 15.93% | 54.93%-39.0pp | 29.32%-13.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,327 | $2,362-1.5% | $3,023-23.0% | $2,623-11.3% |
| Participant deferral / active EE | $5,720 | $4,415+29.6% | $5,053+13.2% | $4,346+31.6% |
| Admin fee / account holder | $19 | $2,001-99.0% | $9,451-99.8% | $1,942-99.0% |