Filed June 15, 2021
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 | -$234,477 |
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 | $80,364 | $81,357-1.2% | $75,972+5.8% | $199,593-59.7% |
| Participation rate | 90.6% | 69.9%+20.7pp | 69.1%+21.6pp | 72.0%+18.7pp |
| Annual return | 18.28% | 16.32%+2.0pp | 359.55%-341.3pp | 34.25%-16.0pp |
| Employer contribution / active EE | $6,709 | $3,341+100.8% | $2,685+149.9% | $3,034+121.1% |
| Participant deferral / active EE | $7,851 | $4,710+66.7% | $4,255+84.5% | $5,087+54.3% |
| Admin fee / account holder | $14 | $144-90.0% | $6,467-99.8% | $269-94.6% |