Filed April 8, 2024 (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 INVMTS. INST. OPERATIONS Service code 13 · EIN 04-2647786 | Contract Administrator | $112,200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,021 | $169,122+59.1% | $77,999+244.9% | $329,111-18.3% |
| Participation rate | 98.5% | 88.4%+10.1pp | 75.5%+23.0pp | 67.9%+30.6pp |
| Annual return | 10.63% | 11.00%-0.4pp | 425.96%-415.3pp | 16.35%-5.7pp |
| Employer contribution / active EE | $11,356 | $5,827+94.9% | $2,470+359.8% | $2,303+393.0% |
| Participant deferral / active EE | $18,557 | $8,046+130.6% | $3,497+430.7% | $3,682+404.0% |
| Admin fee / account holder | $4 | $83-94.9% | $5,480-99.9% | $754-99.4% |