Filed July 21, 2014
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 INVEST INSTITUTIONAL OPPS Service code 37 · EIN 04-2647786 | Loan Processing | $63,335 |
Filed as: FIDELITY INVST INSTITUTIONAL OPER Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $146,752 | $92,091+59.4% | $62,995+133.0% | $77,958+88.2% |
| Participation rate | 68.1% | 74.5%-6.4pp | 74.8%-6.7pp | 71.6%-3.6pp |
| Annual return | 16.45% | 16.23%+0.2pp | 87.57%-71.1pp | 20.87%-4.4pp |
| Employer contribution / active EE | $5,641 | $3,424+64.7% | $2,759+104.5% | $2,310+144.1% |
| Participant deferral / active EE | $4,806 | $3,361+43.0% | $3,329+44.4% | $3,537+35.9% |
| Admin fee / account holder | $34 | $48-28.4% | $3,600-99.0% | $97-64.8% |