Filed January 27, 2015 (most recent of 5 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 | $85,620 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,719 | $122,693+14.7% | $184,203-23.6% | $199,593-29.5% |
| Participation rate | 97.6% | 86.8%+10.8pp | 86.8%+10.8pp | 72.0%+25.7pp |
| Annual return | 14.79% | 143.91%-129.1pp | 28.81%-14.0pp | 34.25%-19.5pp |
| Employer contribution / active EE | $7,466 | $4,584+62.9% | $6,427+16.2% | $3,034+146.1% |
| Participant deferral / active EE | $6,219 | $7,990-22.2% | $9,131-31.9% | $5,087+22.3% |
| Admin fee / account holder | $49 | $121-59.3% | $13,901-99.6% | $269-81.8% |