Filed November 5, 2013
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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,120 | $46,553+304.1% | $64,056+193.7% | $75,163+150.3% |
| Participation rate | 0.0% | 65.9%-65.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 11.48% | 26.03%-14.6pp | 33.69%-22.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $4,549 | $1,974+130.5% | $2,747+65.6% | $2,670+70.4% |
| Participant deferral / active EE | $6,692 | $2,837+135.9% | $3,880+72.5% | $4,125+62.2% |
| Admin fee / account holder | $219 | $2,952-92.6% | $3,068-92.8% | $5,651-96.1% |