Filed December 18, 2014 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $78,785 |
Filed as: GALLAGHER Service code 16 · EIN 36-4291971 | Consulting | $10,500 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $7,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,033 | $111,072+35.1% | $156,263-4.0% | $102,872+45.8% |
| Participation rate | 89.0% | 80.1%+8.9pp | 78.9%+10.1pp | 73.0%+16.0pp |
| Annual return | 24.99% | 16.98%+8.0pp | 59.47%-34.5pp | 19.06%+5.9pp |
| Employer contribution / active EE | $2,395 | $4,017-40.4% | $4,333-44.7% | $3,526-32.1% |
| Participant deferral / active EE | $8,233 | $5,455+50.9% | $6,158+33.7% | $5,535+48.7% |
| Admin fee / account holder | $48 | $120-60.3% | $14,255-99.7% | $292-83.6% |