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 | $64,270 |
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $62,038 |
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 | $115,891 | $204,517-43.3% | $69,455+66.9% | $77,787+49.0% |
| Participation rate | 72.8% | 74.6%-1.8pp | 74.6%-1.8pp | 73.2%-0.4pp |
| Annual return | 21.45% | 22.10%-0.7pp | 28.97%-7.5pp | 32.57%-11.1pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,045 | $3,478+73.8% | $3,535+71.0% | $3,967+52.4% |
| Admin fee / account holder | $21 | $101-79.5% | $3,839-99.5% | $100-79.4% |