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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,976 | $48,795+94.6% | $65,493+45.0% | $84,808+12.0% |
| Participation rate | 0.0% | 67.0%-67.0pp | 73.1%-73.1pp | 68.3%-68.3pp |
| Annual return | 13.61% | 20.20%-6.6pp | 982.45%-968.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $5,529 | $1,930+186.5% | $2,574+114.8% | $2,631+110.2% |
| Participant deferral / active EE | $6,860 | $2,928+134.3% | $3,961+73.2% | $4,212+62.9% |
| Admin fee / account holder | $112 | $3,877-97.1% | $5,028-97.8% | $7,344-98.5% |