Filed January 2, 2020 (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 |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $38,861 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,582 | $86,944+20.3% | $107,525-2.7% | $74,304+40.7% |
| Participation rate | 87.3% | 59.6%+27.7pp | 75.1%+12.2pp | 60.3%+26.9pp |
| Annual return | 15.71% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,745 | $2,757+35.8% | $3,754-0.2% | $2,241+67.1% |
| Participant deferral / active EE | $7,286 | $3,554+105.0% | $5,116+42.4% | $3,767+93.4% |
| Admin fee / account holder | $203 | $3,727-94.6% | $8,919-97.7% | $2,969-93.2% |