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 INVST INSTITUTIONAL OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $4,572,416 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $573,604 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $115 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $96,302-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 8.8%-8.8pp | 9.2%-9.2pp |
| Annual return | 1.11% | -0.08%+1.2pp | -2.90%+4.0pp | -0.08%+1.2pp |
| Employer contribution / active EE | $7,535 | $7,991-5.7% | $27,990-73.1% | $7,991-5.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $137-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $519-100.0% | $275-100.0% |