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 | -$18,073 |
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 | $125,241 | $52,660+137.8% | $86,612+44.6% | $80,160+56.2% |
| Participation rate | 76.2% | 62.4%+13.7pp | 71.7%+4.5pp | 72.9%+3.2pp |
| Annual return | 18.57% | 24.87%-6.3pp | 591.07%-572.5pp | 40.38%-21.8pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $10,589 | $3,215+229.4% | $4,438+138.6% | $5,017+111.0% |
| Admin fee / account holder | -$9 | $113-108.1% | $5,614-100.2% | $145-106.3% |