Filed March 25, 2021 (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 26 · EIN 26-0058143 | Advisory (Participants) | $152,233 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $148,078 |
FARBER HASS HURLEY LLP9 years Filed as: FARBER HASS Service code 10 · EIN 20-4207759 | Accounting | $23,214 |
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 | $107,756 | $53,136+102.8% | $155,509-30.7% | $199,593-46.0% |
| Participation rate | 96.0% | 64.1%+32.0pp | 78.2%+17.9pp | 72.0%+24.1pp |
| Annual return | 15.63% | 41.15%-25.5pp | 64.67%-49.0pp | 34.25%-18.6pp |
| Employer contribution / active EE | $2,114 | $1,851+14.2% | $4,672-54.7% | $3,034-30.3% |
| Participant deferral / active EE | $8,084 | $3,161+155.8% | $5,626+43.7% | $5,087+58.9% |
| Admin fee / account holder | $77 | $185-58.7% | $15,912-99.5% | $269-71.5% |