Filed February 25, 2022
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: SCHWARTZ & CO Service code 27 · EIN 38-2117812 | Advisory (Plan) | $87,101 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$93,812 |
Form 5500 reported that benefits due were not provided when due.
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 | $121,258 | $112,623+7.7% | $106,213+14.2% | $199,593-39.2% |
| Participation rate | 82.3% | 86.2%-4.0pp | 75.3%+7.0pp | 72.0%+10.3pp |
| Annual return | 36.52% | 15.57%+20.9pp | 116.14%-79.6pp | 34.25%+2.3pp |
| Employer contribution / active EE | $3,203 | $4,575-30.0% | $3,171+1.0% | $3,034+5.6% |
| Participant deferral / active EE | $5,087 | $6,659-23.6% | $5,016+1.4% | $5,0870% |
| Admin fee / account holder | $10 | $107-90.7% | $11,033-99.9% | $269-96.3% |