Filed July 20, 2016
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 | $225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $364,331 | $122,239+198.0% | $184,203+97.8% | $74,495+389.1% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 21.68% | 19.95%+1.7pp | 28.81%-7.1pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $69 | $4,537-98.5% | $6,427-98.9% | $2,623-97.4% |
| Participant deferral / active EE | $17,315 | $7,139+142.6% | $9,131+89.6% | $4,346+298.4% |
| Admin fee / account holder | $1 | $1,260-99.9% | $13,901-100.0% | $1,942-99.9% |