Filed January 13, 2016
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 INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,268,085 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $111,700 |
ENTERPRISE BANK & TRUST10+ years Filed as: HEWLETT PACKARD ENTERPRISE Service code 14 · EIN 47-3298624 | Plan Administrator | $20,198 |
FID INV INST OPS CO10+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,883 | $140,769+120.1% | $101,326+205.8% | $140,769+120.1% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.5%+15.6pp | 74.2%+22.9pp |
| Annual return | 16.02% | 16.82%-0.8pp | 36.82%-20.8pp | 16.82%-0.8pp |
| Employer contribution / active EE | $5,712 | $3,906+46.2% | $3,665+55.8% | $3,906+46.2% |
| Participant deferral / active EE | $16,089 | $6,717+139.5% | $7,994+101.3% | $6,717+139.5% |
| Admin fee / account holder | $46 | $229-80.0% | $11,185-99.6% | $229-80.0% |