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 | $48,943 |
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 | $91,098 | $53,565+70.1% | $172,739-47.3% | $82,204+10.8% |
| Participation rate | 17.3% | 69.6%-52.3pp | 82.6%-65.3pp | 73.4%-56.1pp |
| Annual return | 22.55% | 31.42%-8.9pp | 802.84%-780.3pp | 26.31%-3.8pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $1,353 | $3,006-55.0% | $5,198-74.0% | $4,246-68.1% |
| Admin fee / account holder | $25 | $61-58.5% | $13,954-99.8% | $76-66.3% |