Filed December 2, 2011
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 |
|---|---|---|
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $231,431 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,548 | $68,904-64.4% | $83,333-70.5% | $68,904-64.4% |
| Participation rate | 82.4% | 74.1%+8.3pp | 77.8%+4.7pp | 74.1%+8.3pp |
| Annual return | -6.61% | 1.07%-7.7pp | 10.63%-17.2pp | 1.07%-7.7pp |
| Employer contribution / active EE | $1,086 | $2,540-57.3% | $3,379-67.9% | $2,540-57.3% |
| Participant deferral / active EE | $2,171 | $4,015-45.9% | $5,565-61.0% | $4,015-45.9% |
| Admin fee / account holder | $34 | $71-52.1% | $7,510-99.5% | $71-52.1% |