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 | $69,411 |
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 | $67,414 | $91,372-26.2% | $129,995-48.1% | $74,419-9.4% |
| Participation rate | 98.3% | 77.8%+20.6pp | 78.5%+19.9pp | 70.7%+27.6pp |
| Annual return | 16.69% | 23.21%-6.5pp | -137.18%+153.9pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,839 | $2,563+10.8% | $4,320-34.3% | $2,637+7.6% |
| Participant deferral / active EE | $4,460 | $4,721-5.5% | $5,820-23.4% | $4,528-1.5% |
| Admin fee / account holder | $193 | $283-31.8% | $10,614-98.2% | $348-44.5% |