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 | $68,872 |
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 | $92,483 | $108,549-14.8% | $156,263-40.8% | $85,563+8.1% |
| Participation rate | 98.6% | 77.1%+21.5pp | 78.9%+19.7pp | 66.0%+32.6pp |
| Annual return | 17.60% | 21.79%-4.2pp | 59.47%-41.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $3,084 | $2,690+14.6% | $4,333-28.8% | $2,654+16.2% |
| Participant deferral / active EE | $4,942 | $4,800+3.0% | $6,158-19.7% | $4,375+13.0% |
| Admin fee / account holder | $194 | $650-70.2% | $14,255-98.6% | $834-76.8% |