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 CO3+ years Filed as: FID INV INST OPS CO (FIIOC) Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
Filed as: FIDELITY INV INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,159 | $198,466-59.6% | $170,442-53.0% | $147,584-45.7% |
| Participation rate | 55.0% | 88.0%-33.0pp | 83.6%-28.6pp | 82.8%-27.8pp |
| Annual return | 11.91% | 257.29%-245.4pp | 205.93%-194.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $4,137 | $6,184-33.1% | $5,433-23.9% | $4,876-15.2% |
| Participant deferral / active EE | $3,499 | $5,629-37.8% | $4,939-29.2% | $5,439-35.7% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |