Filed January 6, 2025 (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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $252,264 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $35,006 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,312 | $78,852-48.9% | $76,768-47.5% | $75,289-46.5% |
| Participation rate | 93.8% | 85.0%+8.8pp | 77.0%+16.8pp | 72.4%+21.4pp |
| Annual return | -4.13% | -1.29%-2.8pp | 2.43%-6.6pp | -0.04%-4.1pp |
| Employer contribution / active EE | $1,986 | $2,794-28.9% | $2,485-20.1% | $2,405-17.4% |
| Participant deferral / active EE | $3,311 | $4,800-31.0% | $3,852-14.0% | $3,739-11.4% |
| Admin fee / account holder | $70 | $79-11.6% | $6,675-99.0% | $102-31.8% |