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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $86,314 |
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 | $68,009 | $73,283-7.2% | $155,509-56.3% | $106,382-36.1% |
| Participation rate | 30.6% | 73.3%-42.7pp | 78.2%-47.6pp | 69.9%-39.3pp |
| Annual return | 15.55% | 15.77%-0.2pp | 64.67%-49.1pp | 17.37%-1.8pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $2,068 | $4,580-54.8% | $5,626-63.2% | $5,569-62.9% |
| Admin fee / account holder | $22 | $56-60.7% | $15,912-99.9% | $79-72.2% |