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 | $175,368 |
DYKEMA GOSSETT PLLC2 years Filed as: DYKEMA GOSSETT, PLLC Service code 29 · EIN 38-1446628 | Legal | $5,355 |
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 | $76,162 | $104,697-27.3% | $96,544-21.1% | $80,160-5.0% |
| Participation rate | 95.7% | 86.4%+9.3pp | 76.0%+19.7pp | 72.9%+22.8pp |
| Annual return | 22.88% | 21.78%+1.1pp | 25.84%-3.0pp | 40.38%-17.5pp |
| Employer contribution / active EE | $2,484 | $3,536-29.8% | $2,965-16.2% | $2,978-16.6% |
| Participant deferral / active EE | $4,574 | $6,188-26.1% | $4,851-5.7% | $5,017-8.8% |
| Admin fee / account holder | $63 | $107-40.8% | $8,252-99.2% | $145-56.4% |