Filed June 27, 2017
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 | $2,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,389 | $88,890-2.8% | $102,423-15.7% | $77,643+11.3% |
| Participation rate | 67.4% | 80.9%-13.6pp | 76.5%-9.1pp | 70.6%-3.2pp |
| Annual return | 14.24% | 24.98%-10.7pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,668 | $2,698-38.2% | $3,023-44.8% | $2,726-38.8% |
| Participant deferral / active EE | $3,030 | $5,145-41.1% | $5,053-40.0% | $4,647-34.8% |
| Admin fee / account holder | $10 | $235-95.8% | $9,451-99.9% | $430-97.7% |