Filed October 17, 2012 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $90,996 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
Service code 49 | Other Services | $0 |
Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,333 | $102,872+155.0% | $180,183+45.6% | $102,872+155.0% |
| Participation rate | 99.5% | 73.0%+26.5pp | 77.4%+22.1pp | 73.0%+26.5pp |
| Annual return | 20.32% | 19.06%+1.3pp | 27.86%-7.5pp | 19.06%+1.3pp |
| Employer contribution / active EE | $11,917 | $3,526+237.9% | $5,039+136.5% | $3,526+237.9% |
| Participant deferral / active EE | $12,899 | $5,535+133.1% | $6,822+89.1% | $5,535+133.1% |
| Admin fee / account holder | $43 | $292-85.1% | $19,975-99.8% | $292-85.1% |