Filed April 12, 2018 (most recent of 2 filings on file)
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 INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $5,254 |
Service code 16 · EIN 31-1582098 | Consulting | $3,469 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $702 |
Filed as: MORGAN STANLEY FIDUCIARY CONSULTING Service code 16 · EIN 11-3658445 | Consulting | $356 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,439 | $127,065-32.0% | $113,168-23.6% | $142,382-39.3% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 9.17% | 24.03%-14.9pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $102 | $15,736-99.4% | $12,068-99.2% | $12,624-99.2% |