Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 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 Service code 60 · EIN 04-2647786 | Sub-TA Fees | $940,738 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $228,888 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $35,228 |
L+L PRINTERS2 years Service code 49 · EIN 20-4097955 | Other Services | $5,134 |
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 | $62,836 | $73,283-14.3% | $155,509-59.6% | $106,382-40.9% |
| Participation rate | 91.2% | 73.3%+17.9pp | 78.2%+13.0pp | 69.9%+21.3pp |
| Annual return | 13.58% | 15.77%-2.2pp | 64.67%-51.1pp | 17.37%-3.8pp |
| Employer contribution / active EE | $3,474 | $2,247+54.6% | $4,672-25.7% | $3,364+3.3% |
| Participant deferral / active EE | $3,228 | $4,580-29.5% | $5,626-42.6% | $5,569-42.0% |
| Admin fee / account holder | $63 | $56+12.4% | $15,912-99.6% | $79-20.4% |