Filed April 11, 2016
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 INVEST INSTITUTIONAL OPER Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,129 | $44,873+27.3% | $79,464-28.1% | $56,287+1.5% |
| Participation rate | 27.7% | 68.7%-41.0pp | 73.3%-45.6pp | 69.9%-42.1pp |
| Annual return | -6.75% | 0.81%-7.6pp | 718.14%-724.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $467 | $2,140-78.2% | $2,800-83.3% | $2,111-77.9% |
| Participant deferral / active EE | $1,424 | $2,746-48.2% | $3,704-61.6% | $3,350-57.5% |
| Admin fee / account holder | $21 | $418-95.0% | $5,113-99.6% | $521-96.0% |