Filed June 10, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ARISTA WEALTH MANAGEMENT6 years Filed as: ARISTA WEALTH MANAGEMENT LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $47,381 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,707 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,279 | $132,049-32.4% | $200,582-55.5% | $74,304+20.2% |
| Participation rate | 97.2% | 84.1%+13.2pp | 86.9%+10.4pp | 60.3%+36.9pp |
| Annual return | 16.85% | 22.22%-5.4pp | 42.33%-25.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $4,706 | $4,558+3.3% | $6,419-26.7% | $2,241+110.0% |
| Participant deferral / active EE | $5,954 | $7,213-17.5% | $9,331-36.2% | $3,767+58.0% |
| Admin fee / account holder | $301 | $2,405-87.5% | $16,305-98.2% | $2,969-89.9% |