Filed July 31, 2019
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: ROYAL ALLIANCE ASSOC INC. Service code 55 | Other Commissions | $31,601 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $6,250 |
Filed as: SIGNATOR INVESTORS INC. Service code 55 | Other Commissions | $5,763 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INSTITUTIOANL OPER CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INSTITUTIONAL CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INSTITUTIONAL OPER CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVS INSTITUTIONAL CO, Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVS INSTITUTIONAL CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVS INSTITUTIONAL OPER CO Service code 60 | Sub-TA Fees | $0 |
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 | $58,327 | $69,159-15.7% | $125,175-53.4% | $67,579-13.7% |
| Participation rate | 78.0% | 78.2%-0.2pp | 79.8%-1.8pp | 71.3%+6.7pp |
| Annual return | 22.67% | 27.12%-4.5pp | 43.79%-21.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,606 | $2,023-20.6% | $3,865-58.5% | $2,148-25.2% |
| Participant deferral / active EE | $4,249 | $3,700+14.9% | $4,937-13.9% | $3,539+20.1% |
| Admin fee / account holder | $20 | $142-85.9% | $9,702-99.8% | $142-86.0% |