Filed November 17, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $24,141 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $840 |
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 | $170,278 | $74,552+128.4% | $62,995+170.3% | $69,631+144.5% |
| Participation rate | 86.4% | 78.3%+8.1pp | 74.8%+11.6pp | 70.7%+15.7pp |
| Annual return | 21.59% | 15.77%+5.8pp | 87.57%-66.0pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $3,393 | $2,929+15.8% | $2,759+23.0% | $2,032+67.0% |
| Participant deferral / active EE | $4,532 | $2,974+52.4% | $3,329+36.1% | $3,224+40.6% |
| Admin fee / account holder | $102 | $59+71.3% | $3,600-97.2% | $110-7.9% |