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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$57,035 |
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 | $613,955 | $197,941+210.2% | $100,534+510.7% | $85,563+617.5% |
| Participation rate | 99.5% | 83.8%+15.7pp | 80.6%+18.8pp | 66.0%+33.5pp |
| Annual return | 16.39% | 21.00%-4.6pp | 32.66%-16.3pp | 31.51%-15.1pp |
| Employer contribution / active EE | $22,476 | $7,157+214.1% | $4,346+417.1% | $2,654+747.0% |
| Participant deferral / active EE | $13,906 | $9,061+53.5% | $6,144+126.3% | $4,375+217.8% |
| Admin fee / account holder | -$127 | $1,158-111.0% | $7,654-101.7% | $834-115.2% |