Filed August 10, 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 9-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 15 · EIN 35-0145825 | Recordkeeping | $5,503 |
Filed as: FIDELITY INVESTMENTS INST Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $950 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,143 | $63,156-39.6% | $122,332-68.8% | $62,292-38.8% |
| Participation rate | 73.1% | 60.0%+13.1pp | 71.6%+1.5pp | 69.5%+3.6pp |
| Annual return | 13.94% | 20.61%-6.7pp | 30.27%-16.3pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,490 | $1,385+7.6% | $4,050-63.2% | $2,042-27.0% |
| Participant deferral / active EE | $1,903 | $2,321-18.0% | $3,287-42.1% | $3,169-40.0% |
| Admin fee / account holder | $34 | $440-92.4% | $5,478-99.4% | $479-93.0% |