Filed April 6, 2016
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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $74,897 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$71,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,673 | $54,193+196.5% | $93,606+71.6% | $77,643+106.9% |
| Participation rate | 95.4% | 63.9%+31.5pp | 68.7%+26.7pp | 70.6%+24.9pp |
| Annual return | 16.12% | 30.54%-14.4pp | 133.20%-117.1pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,429 | $1,168+22.4% | $2,420-40.9% | $2,726-47.6% |
| Participant deferral / active EE | $11,697 | $3,144+272.1% | $4,411+165.2% | $4,647+151.7% |
| Admin fee / account holder | $7 | $576-98.8% | $8,285-99.9% | $430-98.4% |