Filed October 20, 2021
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 4-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 INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $832 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $202,038 | $58,290+246.6% | $98,442+105.2% | $86,799+132.8% |
| Participation rate | 73.2% | 68.3%+4.9pp | 73.3%-0.1pp | 72.3%+0.9pp |
| Annual return | 14.19% | 43.48%-29.3pp | 1492.73%-1478.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,899 | $3,152+87.1% | $4,276+38.0% | $4,131+42.8% |
| Admin fee / account holder | -$12 | $138-108.4% | $5,949-100.2% | $170-106.8% |