Filed May 20, 2013
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 | $212,019 |
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 | $307,710 | $122,693+150.8% | $184,203+67.0% | $199,593+54.2% |
| Participation rate | 98.8% | 86.8%+12.0pp | 86.8%+12.0pp | 72.0%+26.8pp |
| Annual return | 14.74% | 143.91%-129.2pp | 28.81%-14.1pp | 34.25%-19.5pp |
| Employer contribution / active EE | $12,397 | $4,584+170.4% | $6,427+92.9% | $3,034+308.6% |
| Participant deferral / active EE | $13,362 | $7,990+67.2% | $9,131+46.3% | $5,087+162.7% |
| Admin fee / account holder | $44 | $121-63.5% | $13,901-99.7% | $269-83.7% |