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 | $69,407 |
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 | $76,736 | $89,436-14.2% | $164,813-53.4% | $77,643-1.2% |
| Participation rate | 99.5% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+29.0pp |
| Annual return | 13.42% | 28.83%-15.4pp | 69.93%-56.5pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,939 | $2,569+14.4% | $4,341-32.3% | $2,726+7.8% |
| Participant deferral / active EE | $4,653 | $4,897-5.0% | $6,031-22.8% | $4,647+0.1% |
| Admin fee / account holder | $191 | $339-43.6% | $12,690-98.5% | $430-55.5% |