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 | $36,324 |
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 | $98,240 | $48,835+101.2% | $170,442-42.4% | $177,276-44.6% |
| Participation rate | 15.7% | 72.1%-56.4pp | 83.6%-67.9pp | 74.8%-59.2pp |
| Annual return | 18.28% | 19.44%-1.2pp | 205.93%-187.6pp | 21.25%-3.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $1,339 | $2,757-51.5% | $4,939-72.9% | $3,881-65.5% |
| Admin fee / account holder | $24 | $52-53.1% | $13,880-99.8% | $154-84.2% |