Filed December 27, 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,930 | $128,899-3.1% | $113,168+10.4% | $102,872+21.4% |
| Participation rate | 94.9% | 87.0%+7.9pp | 76.6%+18.4pp | 73.0%+21.9pp |
| Annual return | 19.30% | 15.88%+3.4pp | 24.27%-5.0pp | 19.06%+0.2pp |
| Employer contribution / active EE | $2,577 | $3,713-30.6% | $2,975-13.4% | $3,526-26.9% |
| Participant deferral / active EE | $8,685 | $6,787+28.0% | $5,107+70.1% | $5,535+56.9% |
| Admin fee / account holder | $16 | $129-87.6% | $12,068-99.9% | $292-94.5% |