Filed August 8, 2024 (most recent of 4 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 |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $222,720 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,389 | $178,759+72.5% | $102,438+201.0% | $106,408+189.8% |
| Participation rate | 99.3% | 91.3%+8.0pp | 76.5%+22.8pp | 69.9%+29.4pp |
| Annual return | 15.61% | 17.23%-1.6pp | 29.37%-13.8pp | 17.37%-1.8pp |
| Employer contribution / active EE | $12,217 | $5,750+112.5% | $3,024+304.1% | $3,361+263.5% |
| Participant deferral / active EE | $23,589 | $9,466+149.2% | $5,054+366.8% | $5,567+323.7% |
| Admin fee / account holder | $3 | $62-94.6% | $9,448-100.0% | $79-95.8% |