Filed April 21, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INV. INTS. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,702,709 |
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,430,478 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,158 | $164,350+25.4% | $95,952+114.9% | $106,222+94.1% |
| Participation rate | 89.4% | 90.5%-1.1pp | 77.1%+12.3pp | 70.8%+18.6pp |
| Annual return | 12.63% | 14.56%-1.9pp | 91.61%-79.0pp | 21.69%-9.1pp |
| Employer contribution / active EE | $3,410 | $4,292-20.5% | $2,541+34.2% | $2,723+25.2% |
| Participant deferral / active EE | $11,926 | $7,854+51.8% | $4,167+186.2% | $4,600+159.3% |
| Admin fee / account holder | $85 | $65+30.3% | $6,795-98.7% | $78+8.8% |