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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,012 | $94,625+20.5% | $116,228-1.9% | $84,808+34.4% |
| Participation rate | 97.3% | 70.4%+26.9pp | 74.6%+22.8pp | 68.3%+29.0pp |
| Annual return | 16.51% | 20.40%-3.9pp | 90.06%-73.5pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,717 | $2,347+15.8% | $2,994-9.3% | $2,631+3.3% |
| Participant deferral / active EE | $5,137 | $3,972+29.3% | $4,953+3.7% | $4,212+22.0% |
| Admin fee / account holder | $43 | $10,091-99.6% | $11,989-99.6% | $7,344-99.4% |