Filed January 19, 2016 (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 |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV INST OPS CO (FIIOC) Service code 37 · EIN 04-2647786 | Loan Processing | $2,844 |
Filed as: FIDELITY INV INST OPS CO Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,596 | $75,828-17.4% | $147,614-57.6% | $59,632+5.0% |
| Participation rate | 98.8% | 71.6%+27.2pp | 84.6%+14.1pp | 68.7%+30.1pp |
| Annual return | 0.32% | 0.37%0pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $4,071 | $3,485+16.8% | $5,564-26.8% | $2,203+84.8% |
| Participant deferral / active EE | $4,075 | $3,130+30.2% | $4,895-16.8% | $3,192+27.7% |
| Admin fee / account holder | $23 | $5,985-99.6% | $11,611-99.8% | $4,297-99.5% |