Filed February 25, 2019
Total covered: 138 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 7-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 INVSMTS INST. OP. COMP LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $239,242 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $37,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,395 | $2,679,533-97.1% | $164,813-52.4% | $199,593-60.7% |
| Participation rate | 88.7% | 78.3%+10.4pp | 78.6%+10.1pp | 72.0%+16.7pp |
| Annual return | 19.80% | 17.93%+1.9pp | 69.93%-50.1pp | 34.25%-14.5pp |
| Employer contribution / active EE | $5,534 | $2,970+86.3% | $4,341+27.5% | $3,034+82.4% |
| Participant deferral / active EE | $8,425 | $5,010+68.2% | $6,031+39.7% | $5,087+65.6% |
| Admin fee / account holder | $78 | $1,982-96.0% | $12,690-99.4% | $269-70.8% |