Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 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 |
|---|---|---|
Filed as: FIDELITY INVEST INSTL OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $149,452 |
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 | $36,776 | $37,213-1.2% | $156,549-76.5% | $63,975-42.5% |
| Participation rate | 70.5% | 65.0%+5.6pp | 84.0%-13.5pp | 71.1%-0.6pp |
| Annual return | 6.77% | 47.89%-41.1pp | 32.23%-25.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,980 | $1,357+45.9% | $5,501-64.0% | $2,182-9.2% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$35 | $56-162.0% | $13,027-100.3% | $70-149.6% |