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 | $70,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,050 | $59,339+7.9% | $149,673-57.2% | $103,482-38.1% |
| Participation rate | 27.6% | 70.2%-42.6pp | 78.8%-51.2pp | 73.3%-45.7pp |
| Annual return | 18.70% | 77.78%-59.1pp | 134.42%-115.7pp | 33.11%-14.4pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $2,155 | $3,716-42.0% | $5,680-62.1% | $5,207-58.6% |
| Admin fee / account holder | $19 | $103-81.1% | $13,210-99.9% | $114-82.9% |