Filed May 26, 2022
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 9-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,350 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $26,584 | $47,977-44.6% | $154,107-82.7% | $56,287-52.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 9.06% | 3.54%+5.5pp | 735.12%-726.1pp | -9.96%+19.0pp |
| Employer contribution / active EE | $2,431 | $2,169+12.1% | $5,298-54.1% | $2,111+15.2% |
| Participant deferral / active EE | $3,675 | $2,392+53.6% | $5,081-27.7% | $3,350+9.7% |
| Admin fee / account holder | $38 | $438-91.3% | $13,411-99.7% | $521-92.7% |