Filed April 29, 2015 (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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $26,476 |
Filed as: VALIC RETIREMENT SERVICES Service code 37 · EIN 51-0396365 | Loan Processing | $11,345 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,532 | $50,820+25.0% | $155,567-59.2% | $77,671-18.2% |
| Participation rate | 77.1% | 63.1%+13.9pp | 78.2%-1.1pp | 70.6%+6.5pp |
| Annual return | -69.89% | 34.85%-104.7pp | 64.74%-134.6pp | 31.21%-101.1pp |
| Employer contribution / active EE | $2,214 | $1,993+11.1% | $4,674-52.6% | $2,726-18.8% |
| Participant deferral / active EE | $3,890 | $2,823+37.8% | $5,628-30.9% | $4,648-16.3% |
| Admin fee / account holder | $75 | $436-82.9% | $15,916-99.5% | $430-82.7% |