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 | $343,844 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $19,350 |
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 | $53,136 | $105,247-49.5% | $87,100-39.0% | $77,787-31.7% |
| Participation rate | 94.8% | 85.8%+9.0pp | 76.9%+18.0pp | 73.2%+21.6pp |
| Annual return | 24.58% | 24.52%+0.1pp | 28.19%-3.6pp | 32.57%-8.0pp |
| Employer contribution / active EE | $2,157 | $2,895-25.5% | $2,521-14.5% | $2,504-13.9% |
| Participant deferral / active EE | $3,707 | $5,060-26.7% | $4,049-8.4% | $3,967-6.6% |
| Admin fee / account holder | $96 | $104-8.6% | $7,497-98.7% | $100-4.6% |