Filed September 27, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
Service code 27 · EIN 20-2675782 | Advisory (Plan) | $29,266 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,627 | $50,982-26.2% | $154,803-75.7% | $85,563-56.0% |
| Participation rate | 46.3% | 59.8%-13.5pp | 78.1%-31.8pp | 66.0%-19.7pp |
| Annual return | 22.17% | 30.35%-8.2pp | 58.88%-36.7pp | 31.51%-9.3pp |
| Employer contribution / active EE | $1,274 | $1,708-25.4% | $4,305-70.4% | $2,654-52.0% |
| Participant deferral / active EE | $1,828 | $2,474-26.1% | $5,540-67.0% | $4,375-58.2% |
| Admin fee / account holder | $203 | $846-76.0% | $14,329-98.6% | $834-75.6% |