Filed December 2, 2022 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $312,788 |
BKS RETIREMENT SERVICES6 years Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
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 | $60,573 | $67,679-10.5% | $155,509-61.0% | $99,062-38.9% |
| Participation rate | 75.1% | 67.2%+7.9pp | 78.2%-3.1pp | 71.6%+3.5pp |
| Annual return | 13.74% | 16.16%-2.4pp | 64.67%-50.9pp | 17.66%-3.9pp |
| Employer contribution / active EE | $1,329 | $2,268-41.4% | $4,672-71.6% | $3,262-59.3% |
| Participant deferral / active EE | $4,802 | $3,828+25.4% | $5,626-14.6% | $5,331-9.9% |
| Admin fee / account holder | $47 | $94-50.0% | $15,912-99.7% | $109-57.0% |