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 | $1,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,818 | $51,197+9.0% | $82,719-32.5% | $66,914-16.6% |
| Participation rate | 34.2% | 67.8%-33.6pp | 72.6%-38.4pp | 69.8%-35.6pp |
| Annual return | -14.83% | -9.64%-5.2pp | 701.18%-716.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $625 | $2,611-76.1% | $3,009-79.2% | $2,544-75.4% |
| Participant deferral / active EE | $2,010 | $3,458-41.9% | $4,395-54.3% | $4,237-52.6% |
| Admin fee / account holder | $20 | $416-95.2% | $5,329-99.6% | $593-96.6% |