Filed March 2, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,886 |
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 | $290,696 | $100,923+188.0% | $150,045+93.7% | $74,304+291.2% |
| Participation rate | 96.2% | 70.1%+26.2pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 20.61% | 51.77%-31.2pp | 62.55%-41.9pp | 29.43%-8.8pp |
| Employer contribution / active EE | $17,633 | $3,463+409.1% | $4,693+275.7% | $2,241+686.8% |
| Participant deferral / active EE | $18,000 | $6,709+168.3% | $7,997+125.1% | $3,767+377.8% |
| Admin fee / account holder | -$6 | $2,767-100.2% | $13,435-100.0% | $2,969-100.2% |