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 | $14,460 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $168,023 | $43,113+289.7% | $82,719+103.1% | $77,904+115.7% |
| Participation rate | 76.0% | 63.8%+12.2pp | 72.6%+3.5pp | 73.7%+2.3pp |
| Annual return | -16.71% | 2.60%-19.3pp | 701.18%-717.9pp | 12.21%-28.9pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $9,371 | $3,057+206.6% | $4,395+113.2% | $4,806+95.0% |
| Admin fee / account holder | $12 | $102-88.6% | $5,329-99.8% | $133-91.2% |