Filed August 9, 2018 (most recent of 3 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 | $123,984 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $67,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,326 | $67,679-41.9% | $155,509-74.7% | $99,062-60.3% |
| Participation rate | 93.7% | 67.2%+26.5pp | 78.2%+15.5pp | 71.6%+22.1pp |
| Annual return | 13.89% | 16.16%-2.3pp | 64.67%-50.8pp | 17.66%-3.8pp |
| Employer contribution / active EE | $3,075 | $2,268+35.6% | $4,672-34.2% | $3,262-5.7% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $21 | $94-77.6% | $15,912-99.9% | $109-80.8% |