Filed December 18, 2014
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 | $2,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,668 | $87,013+16.8% | $106,213-4.3% | $80,856+25.7% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.3%+21.7pp | 67.6%+29.3pp |
| Annual return | 13.52% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,513 | $2,395+130.2% | $3,171+73.8% | $2,755+100.1% |
| Participant deferral / active EE | $4,772 | $3,986+19.7% | $5,016-4.9% | $4,296+11.1% |
| Admin fee / account holder | $46 | $8,431-99.5% | $11,033-99.6% | $6,918-99.3% |