Filed October 12, 2020 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $124,978 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $73,357 |
WINDES, INC.1 year Filed as: WINDESINC Service code 10 · EIN 95-3001179 | Accounting | $28,196 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,251 | $110,299-33.6% | $102,423-28.5% | $199,593-63.3% |
| Participation rate | 92.9% | 86.3%+6.6pp | 76.5%+16.4pp | 72.0%+20.9pp |
| Annual return | 20.25% | 35.73%-15.5pp | 29.32%-9.1pp | 34.25%-14.0pp |
| Employer contribution / active EE | $5,548 | $3,603+54.0% | $3,023+83.5% | $3,034+82.8% |
| Participant deferral / active EE | $12,317 | $6,376+93.2% | $5,053+143.8% | $5,087+142.1% |
| Admin fee / account holder | $172 | $122+40.7% | $9,451-98.2% | $269-36.0% |