Filed August 23, 2012
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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $162,591 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,105 | $128,899-19.2% | $113,168-8.0% | $102,872+1.2% |
| Participation rate | 96.9% | 87.0%+9.9pp | 76.6%+20.4pp | 73.0%+23.9pp |
| Annual return | 16.36% | 15.88%+0.5pp | 24.27%-7.9pp | 19.06%-2.7pp |
| Employer contribution / active EE | $4,839 | $3,713+30.3% | $2,975+62.6% | $3,526+37.2% |
| Participant deferral / active EE | $7,380 | $6,787+8.7% | $5,107+44.5% | $5,535+33.3% |
| Admin fee / account holder | $89 | $129-31.1% | $12,068-99.3% | $292-69.5% |