Filed January 12, 2024 (most recent of 14 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 Filed as: FIDELITY INVESTMENTS INST OPS CO IN Service code 19 · EIN 04-2647786 | Securities Custodian | $131,411 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,013 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,408 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $249,673 | $115,444+116.3% | $65,493+281.2% | $102,872+142.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 73.1%+26.9pp | 73.0%+27.0pp |
| Annual return | 13.58% | 15.94%-2.4pp | 982.45%-968.9pp | 19.06%-5.5pp |
| Employer contribution / active EE | $12,495 | $3,409+266.5% | $2,574+385.4% | $3,526+254.3% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $3,961-100.0% | $5,535-100.0% |
| Admin fee / account holder | $53 | $123-56.6% | $5,028-98.9% | $292-81.7% |