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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,927 | $43,110+90.0% | $156,549-47.7% | $65,292+25.5% |
| Participation rate | 18.4% | 69.3%-51.0pp | 84.0%-65.6pp | 72.4%-54.1pp |
| Annual return | 8.02% | 11.24%-3.2pp | 32.23%-24.2pp | 11.84%-3.8pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $1,303 | $2,520-48.3% | $4,871-73.2% | $3,579-63.6% |
| Admin fee / account holder | $10 | $47-79.5% | $13,027-99.9% | $57-83.1% |