Filed September 29, 2020 (most recent of 4 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 | $322,248 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $56,735 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $45,000 |
MALONEY & NOVOTNY LLC7 years Filed as: MALONEY NOVOTNY Service code 10 · EIN 34-0677006 | Accounting | $26,000 |
SEI INVESTMENTS7 years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $11,250 |
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 | $137,804 | $103,282+33.4% | $81,382+69.3% | $99,062+39.1% |
| Participation rate | 96.5% | 73.2%+23.3pp | 69.5%+27.1pp | 71.6%+24.9pp |
| Annual return | 20.26% | 15.11%+5.2pp | 24.73%-4.5pp | 17.66%+2.6pp |
| Employer contribution / active EE | $5,162 | $3,061+68.7% | $2,463+109.6% | $3,262+58.3% |
| Participant deferral / active EE | $6,527 | $4,549+43.5% | $3,883+68.1% | $5,331+22.4% |
| Admin fee / account holder | $37 | $78-52.8% | $5,768-99.4% | $109-66.0% |