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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
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 | $401,963 | $132,049+204.4% | $200,582+100.4% | $74,304+441.0% |
| Participation rate | 95.3% | 84.1%+11.2pp | 86.9%+8.4pp | 60.3%+35.0pp |
| Annual return | 17.10% | 22.22%-5.1pp | 42.33%-25.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $5,707 | $4,558+25.2% | $6,419-11.1% | $2,241+154.7% |
| Participant deferral / active EE | $16,845 | $7,213+133.5% | $9,331+80.5% | $3,767+347.1% |
| Admin fee / account holder | $3 | $2,405-99.9% | $16,305-100.0% | $2,969-99.9% |