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 | $46,464-19.0% | $150,298-75.0% | $79,634-52.7% |
| Participation rate | 46.3% | 57.0%-10.6pp | 77.8%-31.5pp | 62.5%-16.2pp |
| Annual return | 22.17% | 27.89%-5.7pp | 62.79%-40.6pp | 36.46%-14.3pp |
| Employer contribution / active EE | $1,274 | $1,512-15.7% | $4,154-69.3% | $2,529-49.6% |
| Participant deferral / active EE | $1,828 | $2,157-15.2% | $5,453-66.5% | $3,835-52.3% |
| Admin fee / account holder | $203 | $891-77.2% | $14,116-98.6% | $1,002-79.7% |