Filed September 15, 2016
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 Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,851 | $122,239+29.1% | $184,203-14.3% | $74,495+111.9% |
| Participation rate | 87.0% | 85.5%+1.5pp | 86.8%+0.2pp | 67.2%+19.8pp |
| Annual return | 19.15% | 19.95%-0.8pp | 28.81%-9.7pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $2,574 | $4,537-43.3% | $6,427-59.9% | $2,623-1.9% |
| Participant deferral / active EE | $7,281 | $7,139+2.0% | $9,131-20.3% | $4,346+67.5% |
| Admin fee / account holder | $5 | $1,260-99.6% | $13,901-100.0% | $1,942-99.7% |