Filed December 2, 2011 (most recent of 2 filings on file)
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 Service code 37 · EIN 04-2647786 | Loan Processing | $10,186 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,804 | $113,016+150.2% | $103,476+173.3% | $74,495+279.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 17.73% | 23.24%-5.5pp | 23.90%-6.2pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $6,295 | $4,881+29.0% | $4,672+34.7% | $2,623+140.0% |
| Participant deferral / active EE | $11,806 | $7,279+62.2% | $6,623+78.3% | $4,346+171.7% |
| Admin fee / account holder | $43 | $1,709-97.5% | $9,413-99.5% | $1,942-97.8% |