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 | $282,657 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $5,780 |
Filed as: FIDELITY INVESTMENT INSTL OPTS CO Service code 14 · EIN 04-2647786 | Plan Administrator | $75 |
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 | $74,650 | $85,199-12.4% | $57,179+30.6% | $63,975+16.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 7.15% | 10.43%-3.3pp | 14.59%-7.4pp | 48.65%-41.5pp |
| Employer contribution / active EE | $6,921 | $3,446+100.8% | $2,682+158.0% | $2,182+217.2% |
| Participant deferral / active EE | $5,930 | $3,109+90.8% | $3,096+91.5% | $3,356+76.7% |
| Admin fee / account holder | $28 | $39-26.8% | $3,139-99.1% | $70-59.9% |