Filed October 31, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,954 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,786 | $88,890+3.3% | $102,423-10.4% | $77,643+18.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 11.85% | 24.98%-13.1pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $5,353 | $2,698+98.4% | $3,023+77.1% | $2,726+96.4% |
| Participant deferral / active EE | $5,790 | $5,145+12.5% | $5,053+14.6% | $4,647+24.6% |
| Admin fee / account holder | $28 | $235-88.3% | $9,451-99.7% | $430-93.6% |