Filed April 29, 2021 (most recent of 2 filings on file)
Total covered: 11 employees
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 |
|---|---|---|
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $11,045 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,829 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,593 | $50,815+27.1% | $155,509-58.5% | $77,643-16.8% |
| Participation rate | 52.5% | 63.1%-10.6pp | 78.2%-25.7pp | 70.6%-18.1pp |
| Annual return | 13.87% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,618 | $1,993-18.8% | $4,672-65.4% | $2,726-40.6% |
| Participant deferral / active EE | $3,151 | $2,822+11.7% | $5,626-44.0% | $4,647-32.2% |
| Admin fee / account holder | $103 | $437-76.4% | $15,912-99.4% | $430-76.0% |