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 64 · EIN 04-2647786 | Recordkeeping Fees | -$248,173 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,642 | $37,039+112.3% | $147,614-46.7% | $59,188+32.9% |
| Participation rate | 72.4% | 63.8%+8.6pp | 84.6%-12.3pp | 69.4%+2.9pp |
| Annual return | 1.83% | 7.19%-5.4pp | 61.98%-60.2pp | 5.51%-3.7pp |
| Employer contribution / active EE | $1,139 | $1,353-15.8% | $5,564-79.5% | $2,098-45.7% |
| Participant deferral / active EE | $4,162 | $2,094+98.8% | $4,895-15.0% | $3,265+27.5% |
| Admin fee / account holder | $1 | $60-98.3% | $11,611-100.0% | $92-98.9% |