Filed July 14, 2022
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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,970 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,355 | $101,499-22.8% | $147,005-46.7% | $74,546+5.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.46% | 8732.34%-8711.9pp | 418.76%-398.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $3,357 | $3,811-11.9% | $4,934-32.0% | $2,624+27.9% |
| Participant deferral / active EE | $4,476 | $7,304-38.7% | $8,070-44.5% | $4,347+3.0% |
| Admin fee / account holder | $21 | $1,748-98.8% | $13,006-99.8% | $1,944-98.9% |