Filed March 15, 2017 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$68,342 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $590,391 | $155,364+280.0% | $103,476+470.6% | $77,643+660.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.5%+19.5pp | 70.6%+29.4pp |
| Annual return | 15.34% | 19.02%-3.7pp | 23.90%-8.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $22,376 | $5,949+276.1% | $4,672+378.9% | $2,726+720.9% |
| Participant deferral / active EE | $13,827 | $8,482+63.0% | $6,623+108.8% | $4,647+197.5% |
| Admin fee / account holder | -$165 | $503-132.8% | $9,413-101.8% | $430-138.3% |