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 | $19,250 |
Service code 55 · EIN 95-3845382 | Other Commissions | $15,223 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,066 | $58,879-50.6% | $178,490-83.7% | $73,488-60.4% |
| Participation rate | 95.3% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.6pp |
| Annual return | 3.24% | 24.86%-21.6pp | 151.07%-147.8pp | 28.51%-25.3pp |
| Employer contribution / active EE | $2,620 | $2,236+17.2% | $5,011-47.7% | $2,270+15.4% |
| Participant deferral / active EE | $3,313 | $2,567+29.0% | $5,202-36.3% | $3,740-11.4% |
| Admin fee / account holder | $74 | $400-81.6% | $13,984-99.5% | $513-85.6% |