Filed October 24, 2024 (most recent of 2 filings on file)
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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 15 · EIN 04-2647786 | Recordkeeping | $5,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,159 | $67,984+216.5% | $65,493+228.5% | $74,304+189.6% |
| Participation rate | 98.7% | 66.3%+32.4pp | 73.1%+25.6pp | 60.3%+38.4pp |
| Annual return | 13.75% | 19.87%-6.1pp | 982.45%-968.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $9,523 | $2,491+282.3% | $2,574+269.9% | $2,241+324.9% |
| Participant deferral / active EE | $6,567 | $3,346+96.3% | $3,961+65.8% | $3,767+74.3% |
| Admin fee / account holder | $24 | $1,373-98.3% | $5,028-99.5% | $2,969-99.2% |