Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $45,630 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,743 | $129,021+30.0% | $184,203-8.9% | $77,643+116.0% |
| Participation rate | 98.4% | 87.3%+11.1pp | 86.8%+11.6pp | 70.6%+27.9pp |
| Annual return | 15.89% | 33.27%-17.4pp | 28.81%-12.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $10,557 | $4,413+139.2% | $6,427+64.3% | $2,726+287.3% |
| Participant deferral / active EE | $7,239 | $7,297-0.8% | $9,131-20.7% | $4,647+55.8% |
| Admin fee / account holder | $63 | $254-75.3% | $13,901-99.5% | $430-85.4% |