Filed January 4, 2018
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 60 · EIN 04-2647786 | Sub-TA Fees | $4,811 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,304 | $82,917-75.5% | $103,333-80.4% | $77,643-73.9% |
| Participation rate | 76.9% | 71.6%+5.4pp | 74.5%+2.4pp | 70.6%+6.4pp |
| Annual return | 17.82% | 19.13%-1.3pp | 24.88%-7.1pp | 31.24%-13.4pp |
| Employer contribution / active EE | $614 | $3,552-82.7% | $3,868-84.1% | $2,726-77.5% |
| Participant deferral / active EE | $2,788 | $4,108-32.1% | $5,057-44.9% | $4,647-40.0% |
| Admin fee / account holder | $7 | $638-98.9% | $8,355-99.9% | $430-98.4% |