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 | $349,680 |
THOMSON HORSTMANN & BRYANT2 years Filed as: THOMSON REUTERS - WEST Service code 65 · EIN 41-1426973 | Account Maintenance | $20,000 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $3,950 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,006 | $144,996-42.1% | $111,297-24.5% | $93,030-9.7% |
| Participation rate | 95.6% | 86.2%+9.5pp | 77.3%+18.3pp | 73.9%+21.7pp |
| Annual return | 15.15% | 18.26%-3.1pp | 54.65%-39.5pp | 158.70%-143.6pp |
| Employer contribution / active EE | $2,438 | $3,056-20.2% | $2,731-10.7% | $2,706-9.9% |
| Participant deferral / active EE | $4,525 | $5,587-19.0% | $4,487+0.8% | $4,562-0.8% |
| Admin fee / account holder | $131 | $103+27.0% | $7,964-98.4% | $152-13.4% |