Filed June 13, 2016 (most recent of 5 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 |
|---|---|---|
Filed as: FIDELITY Service code 13 · EIN 04-2882358 | Contract Administrator | $6,619 |
GBQ PARTNERS1 year Service code 10 · EIN 20-2122306 230 WEST STREET, SUITE 700 · COLUMBUS, OH 43215 | Accounting | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,866 | $44,007-27.6% | $154,107-79.3% | $68,904-53.8% |
| Participation rate | 98.1% | 70.0%+28.0pp | 83.0%+15.0pp | 74.1%+23.9pp |
| Annual return | -4.02% | 8.15%-12.2pp | 735.12%-739.1pp | 1.07%-5.1pp |
| Employer contribution / active EE | $3,899 | $1,732+125.1% | $5,298-26.4% | $2,540+53.5% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $1 | $65-98.4% | $13,411-100.0% | $71-98.5% |