Filed December 2, 2011
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 INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $36,483 |
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $25,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,038 | $98,180+3.9% | $62,995+62.0% | $177,276-42.4% |
| Participation rate | 63.3% | 75.3%-12.0pp | 74.8%-11.5pp | 74.8%-11.6pp |
| Annual return | 18.70% | 16.81%+1.9pp | 87.57%-68.9pp | 21.25%-2.6pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,759-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $4,297 | $3,805+12.9% | $3,329+29.1% | $3,881+10.7% |
| Admin fee / account holder | $5 | $31-84.5% | $3,600-99.9% | $154-96.9% |