Filed December 23, 2014 (most recent of 2 filings on file)
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 INVESTMENTS INSTL OPS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $73,240 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,839 | $95,388+129.4% | $125,339+74.6% | $77,904+180.9% |
| Participation rate | 89.1% | 78.6%+10.5pp | 82.4%+6.8pp | 73.7%+15.5pp |
| Annual return | -17.32% | 116.19%-133.5pp | 572.05%-589.4pp | 12.21%-29.5pp |
| Employer contribution / active EE | $4,713 | $3,666+28.5% | $4,814-2.1% | $2,848+65.5% |
| Participant deferral / active EE | $14,316 | $7,711+85.7% | $7,446+92.3% | $4,806+197.9% |
| Admin fee / account holder | $27 | $119-77.1% | $10,010-99.7% | $133-79.5% |