Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 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 10-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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $109,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,714 | $121,719-37.8% | $154,803-51.1% | $140,769-46.2% |
| Participation rate | 29.6% | 76.3%-46.7pp | 78.1%-48.5pp | 74.2%-44.6pp |
| Annual return | 19.50% | 19.22%+0.3pp | 58.88%-39.4pp | 16.82%+2.7pp |
| Employer contribution / active EE | $0 | $2,466-100.0% | $4,305-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $2,234 | $5,384-58.5% | $5,540-59.7% | $6,717-66.7% |
| Admin fee / account holder | $27 | $71-62.2% | $14,329-99.8% | $229-88.4% |