Filed May 21, 2018
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 | $35,362 |
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $26,477 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,110 | $79,171+18.9% | $102,423-8.1% | $74,495+26.3% |
| Participation rate | 87.7% | 74.8%+12.9pp | 76.5%+11.2pp | 67.2%+20.5pp |
| Annual return | 14.36% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $4,049 | $2,362+71.4% | $3,023+33.9% | $2,623+54.4% |
| Participant deferral / active EE | $8,901 | $4,415+101.6% | $5,053+76.2% | $4,346+104.8% |
| Admin fee / account holder | $275 | $2,001-86.3% | $9,451-97.1% | $1,942-85.8% |