Filed October 31, 2019
Total covered: 1,232 employees
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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $312,751 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $272,509 | $143,368+90.1% | $87,100+212.9% | $89,569+204.2% |
| Participation rate | 98.5% | 88.2%+10.2pp | 76.9%+21.6pp | 69.6%+28.9pp |
| Annual return | 12.78% | 28.55%-15.8pp | 28.19%-15.4pp | 34.56%-21.8pp |
| Employer contribution / active EE | $9,514 | $4,012+137.1% | $2,521+277.3% | $2,584+268.2% |
| Participant deferral / active EE | $10,201 | $7,129+43.1% | $4,049+152.0% | $4,220+141.7% |
| Admin fee / account holder | $12 | $61-80.8% | $7,497-99.8% | $72-83.7% |