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 | $311,272 |
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 | $323,821 | $161,802+100.1% | $96,544+235.4% | $96,393+235.9% |
| Participation rate | 98.8% | 92.5%+6.4pp | 76.0%+22.9pp | 71.3%+27.5pp |
| Annual return | 6.64% | 18.41%-11.8pp | 25.84%-19.2pp | 22.88%-16.2pp |
| Employer contribution / active EE | $12,174 | $5,381+126.2% | $2,965+310.6% | $3,238+275.9% |
| Participant deferral / active EE | $11,489 | $8,927+28.7% | $4,851+136.8% | $5,455+110.6% |
| Admin fee / account holder | $11 | $61-82.1% | $8,252-99.9% | $74-85.3% |