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 INVMT. INST. OPERATIONS Service code 13 · EIN 04-2647786 | Contract Administrator | $3,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,779 | $74,024-47.6% | $77,999-50.3% | $57,658-32.7% |
| Participation rate | 93.0% | 79.7%+13.3pp | 75.5%+17.5pp | 70.2%+22.8pp |
| Annual return | 9.54% | 12.14%-2.6pp | 425.96%-416.4pp | 5.13%+4.4pp |
| Employer contribution / active EE | $2,021 | $2,365-14.5% | $2,470-18.2% | $1,974+2.4% |
| Participant deferral / active EE | $5,418 | $3,533+53.4% | $3,497+54.9% | $3,061+77.0% |
| Admin fee / account holder | $5 | $93-94.9% | $5,480-99.9% | $95-94.9% |