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 | $1,050 |
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 | $58,343 | $60,124-3.0% | $90,404-35.5% | $79,858-26.9% |
| Participation rate | 44.2% | 65.0%-20.8pp | 72.7%-28.5pp | 69.6%-25.4pp |
| Annual return | 17.13% | 71.94%-54.8pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $701 | $2,068-66.1% | $3,262-78.5% | $2,471-71.6% |
| Participant deferral / active EE | $2,516 | $2,938-14.4% | $3,963-36.5% | $3,740-32.7% |
| Admin fee / account holder | $18 | $3,976-99.5% | $5,611-99.7% | $5,306-99.7% |