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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.
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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 64 · EIN 04-2647786 | Recordkeeping Fees | $31,909 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $30,871 | $57,610-46.4% | $154,803-80.1% | $102,872-70.0% |
| Participation rate | 24.0% | 59.5%-35.4pp | 78.1%-54.0pp | 73.0%-49.0pp |
| Annual return | 15.59% | 30.49%-14.9pp | 58.88%-43.3pp | 19.06%-3.5pp |
| Employer contribution / active EE | $101 | $1,883-94.7% | $4,305-97.7% | $3,526-97.1% |
| Participant deferral / active EE | $614 | $2,914-78.9% | $5,540-88.9% | $5,535-88.9% |
| Admin fee / account holder | $52 | $368-85.8% | $14,329-99.6% | $292-82.1% |