Filed September 30, 2020
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 9-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $28,100 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $665,135 | $182,927+263.6% | $200,582+231.6% | $117,739+464.9% |
| Participation rate | 99.5% | 92.5%+7.1pp | 86.9%+12.6pp | 76.6%+22.9pp |
| Annual return | 15.61% | 15.76%-0.2pp | 42.33%-26.7pp | 17.29%-1.7pp |
| Employer contribution / active EE | $26,412 | $5,985+341.3% | $6,419+311.5% | $3,746+605.1% |
| Participant deferral / active EE | $11,252 | $9,711+15.9% | $9,331+20.6% | $6,128+83.6% |
| Admin fee / account holder | $0 | $95-99.8% | $16,305-100.0% | $112-99.8% |