Filed July 6, 2011 (most recent of 2 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 | -$49,183 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,921 | $122,239+139.6% | $184,203+59.0% | $74,495+293.2% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.1pp | 67.2%+31.8pp |
| Annual return | 17.48% | 19.95%-2.5pp | 28.81%-11.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $11,475 | $4,537+152.9% | $6,427+78.5% | $2,623+337.5% |
| Participant deferral / active EE | $12,519 | $7,139+75.4% | $9,131+37.1% | $4,346+188.1% |
| Admin fee / account holder | $70 | $1,260-94.5% | $13,901-99.5% | $1,942-96.4% |