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 | $277,843 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $24,000 |
DYKEMA GOSSETT PLLC1 year Filed as: DYKEMA GOSSETT, PLLC Service code 29 · EIN 38-1446628 | Legal | $10,124 |
THOMSON HORSTMANN & BRYANT3 years Filed as: THOMSON REUTERS - WEST Service code 65 · EIN 41-1426973 | Account Maintenance | $2,500 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,983 | $130,141-49.3% | $86,677-23.9% | $77,904-15.3% |
| Participation rate | 95.5% | 85.9%+9.6pp | 76.6%+19.0pp | 73.7%+21.9pp |
| Annual return | -20.24% | -12.75%-7.5pp | 35.91%-56.1pp | 12.21%-32.4pp |
| Employer contribution / active EE | $2,491 | $3,220-22.6% | $2,836-12.2% | $2,848-12.5% |
| Participant deferral / active EE | $4,582 | $5,757-20.4% | $4,656-1.6% | $4,806-4.7% |
| Admin fee / account holder | $111 | $132-15.9% | $7,493-98.5% | $133-16.4% |