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 | $325,725 |
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 | $399,345 | $171,796+132.5% | $111,297+258.8% | $106,520+274.9% |
| Participation rate | 97.8% | 88.6%+9.2pp | 77.3%+20.5pp | 71.3%+26.5pp |
| Annual return | 33.20% | 18.62%+14.6pp | 54.65%-21.4pp | 19.28%+13.9pp |
| Employer contribution / active EE | $9,618 | $4,687+105.2% | $2,731+252.2% | $2,840+238.6% |
| Participant deferral / active EE | $11,036 | $7,845+40.7% | $4,487+145.9% | $4,948+123.1% |
| Admin fee / account holder | $11 | $69-84.0% | $7,964-99.9% | $75-85.1% |