Filed August 16, 1
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 100 CROSBY PARKWAY, KC1G · COVINGTON, KY 41015 | Loan Processing | $2,875 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 75 STATE STREET, 24TH FLOOR · BOSTON, MA 02109 | Finders' fees / placement fees | $0 |
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 | $61,388 | $74,089-17.1% | $133,980-54.2% | $55,167+11.3% |
| Participation rate | 94.1% | 84.3%+9.8pp | 87.1%+7.0pp | 69.0%+25.1pp |
| Annual return | 8.33% | 12.11%-3.8pp | 29.30%-21.0pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,898 | $3,064+59.9% | $5,211-6.0% | $1,963+149.6% |
| Participant deferral / active EE | $2,980 | $4,678-36.3% | $6,282-52.6% | $3,054-2.4% |
| Admin fee / account holder | $11 | $458-97.7% | $9,324-99.9% | $504-97.9% |