Filed November 1, 2019
Total covered: 94 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 6-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. OPS. CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $332,510 |
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 | $164,241 | $103,430+58.8% | $100,516+63.4% | $93,223+76.2% |
| Participation rate | 99.4% | 84.3%+15.2pp | 79.4%+20.0pp | 74.9%+24.5pp |
| Annual return | 16.65% | 24.60%-7.9pp | 30.89%-14.2pp | 19.29%-2.6pp |
| Employer contribution / active EE | $5,781 | $3,129+84.8% | $3,418+69.2% | $2,680+115.8% |
| Participant deferral / active EE | $9,329 | $6,375+46.3% | $6,270+48.8% | $4,563+104.4% |
| Admin fee / account holder | $30 | $85-64.0% | $8,081-99.6% | $79-61.6% |