Filed April 11, 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 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 27 · EIN 04-2647786 | Advisory (Plan) | $64,999 |
Filed as: ABOUND WEALTH MANAGEMENT Service code 26 108 FOURTH AVE S · FRANKLIN, TN 37064 | Advisory (Participants) | $17,922 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,791 | $130,194-34.1% | $169,993-49.5% | $71,457+20.1% |
| Participation rate | 96.2% | 86.1%+10.1pp | 87.0%+9.2pp | 67.9%+28.3pp |
| Annual return | 17.33% | 20.37%-3.0pp | 53.37%-36.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $6,536 | $4,381+49.2% | $6,785-3.7% | $2,588+152.6% |
| Participant deferral / active EE | $3,476 | $6,923-49.8% | $10,408-66.6% | $4,289-19.0% |
| Admin fee / account holder | $347 | $966-64.1% | $12,815-97.3% | $1,587-78.1% |