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 CO2+ years Filed as: FID INV INST OPS CO (FIIOC) Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
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 | $70,681 | $77,634-9.0% | $156,549-54.9% | $62,891+12.4% |
| Participation rate | 75.7% | 71.2%+4.5pp | 84.0%-8.3pp | 69.3%+6.4pp |
| Annual return | 5.26% | 50.32%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $7,635 | $3,444+121.7% | $5,501+38.8% | $2,281+234.7% |
| Participant deferral / active EE | $6,941 | $3,045+127.9% | $4,871+42.5% | $3,203+116.7% |
| Admin fee / account holder | $21 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |