Filed February 27, 2012 (most recent of 4 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 | $2,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,866 | $88,083+94.0% | $164,813+3.7% | $74,495+129.4% |
| Participation rate | 94.2% | 73.0%+21.2pp | 78.6%+15.6pp | 67.2%+27.0pp |
| Annual return | 18.79% | 17.26%+1.5pp | 69.93%-51.1pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $938 | $2,593-63.8% | $4,341-78.4% | $2,623-64.2% |
| Participant deferral / active EE | $11,873 | $4,498+164.0% | $6,031+96.8% | $4,346+173.2% |
| Admin fee / account holder | $10 | $2,234-99.6% | $12,690-99.9% | $1,942-99.5% |