Filed February 25, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $76,844 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,991 | $71,142-15.7% | $119,609-49.8% | $64,808-7.4% |
| Participation rate | 98.1% | 78.6%+19.5pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | -15.32% | -10.01%-5.3pp | -14.97%-0.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,641 | $2,497+5.7% | $4,232-37.6% | $2,506+5.4% |
| Participant deferral / active EE | $4,083 | $4,490-9.1% | $5,602-27.1% | $4,310-5.3% |
| Admin fee / account holder | $197 | $162+21.7% | $10,323-98.1% | $188+5.0% |