Filed September 1, 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 | $3,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,860 | $89,465-4.0% | $164,866-47.9% | $77,671+10.5% |
| Participation rate | 54.0% | 78.6%-24.6pp | 78.6%-24.6pp | 70.6%-16.6pp |
| Annual return | 15.91% | 28.81%-12.9pp | 69.97%-54.1pp | 31.21%-15.3pp |
| Employer contribution / active EE | $1,362 | $2,568-46.9% | $4,343-68.6% | $2,726-50.0% |
| Participant deferral / active EE | $2,882 | $4,897-41.2% | $6,033-52.2% | $4,648-38.0% |
| Admin fee / account holder | $34 | $340-89.9% | $12,689-99.7% | $430-92.0% |