Filed December 17, 2018
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $114,004 |
Service code 27 · EIN 92-0779813 | Advisory (Plan) | $68,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,958 | $57,610-20.2% | $154,803-70.3% | $102,872-55.3% |
| Participation rate | 92.5% | 59.5%+33.1pp | 78.1%+14.5pp | 73.0%+19.5pp |
| Annual return | 19.03% | 30.49%-11.5pp | 58.88%-39.9pp | 19.06%0pp |
| Employer contribution / active EE | $2,022 | $1,883+7.4% | $4,305-53.0% | $3,526-42.7% |
| Participant deferral / active EE | $4,408 | $2,914+51.3% | $5,540-20.4% | $5,535-20.4% |
| Admin fee / account holder | $65 | $368-82.4% | $14,329-99.5% | $292-77.9% |