Filed December 8, 2022 (most recent of 2 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $199,350 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $5,537 |
Filed as: FIDELITY INVESTMENT INSTL OPTS CO Service code 14 · EIN 04-2647786 | Plan Administrator | $25 |
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 | $70,108 | $112,772-37.8% | $57,343+22.3% | $59,188+18.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 2.40% | 0.85%+1.5pp | 24.39%-22.0pp | 5.51%-3.1pp |
| Employer contribution / active EE | $8,218 | $3,400+141.7% | $2,689+205.7% | $2,098+291.7% |
| Participant deferral / active EE | $7,168 | $3,010+138.2% | $3,162+126.7% | $3,265+119.6% |
| Admin fee / account holder | $20 | $144-86.0% | $3,356-99.4% | $92-78.1% |