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 | $44,179 |
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 | $79,591 | $44,007+80.9% | $154,107-48.4% | $68,904+15.5% |
| Participation rate | 16.3% | 70.0%-53.8pp | 83.0%-66.8pp | 74.1%-57.9pp |
| Annual return | -3.77% | 8.15%-11.9pp | 735.12%-738.9pp | 1.07%-4.8pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $1,230 | $2,813-56.3% | $5,081-75.8% | $4,015-69.4% |
| Admin fee / account holder | $24 | $65-62.2% | $13,411-99.8% | $71-65.7% |