Filed April 6, 2018 (most recent of 3 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 INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $789,419 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $17,264 |
NEPC, LLC2+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $6,709 |
ALSTON & BIRD LLP2+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $2,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,794 | $38,963+7.3% | $71,796-41.8% | $329,111-87.3% |
| Participation rate | 14.1% | 53.8%-39.7pp | 69.1%-55.0pp | 67.9%-53.8pp |
| Annual return | 8.35% | 9.85%-1.5pp | 78.04%-69.7pp | 16.35%-8.0pp |
| Employer contribution / active EE | $2 | $758-99.7% | $1,924-99.9% | $2,303-99.9% |
| Participant deferral / active EE | $408 | $1,286-68.3% | $2,794-85.4% | $3,682-88.9% |
| Admin fee / account holder | $55 | $50+8.3% | $4,815-98.9% | $754-92.7% |