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 | $290,780 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,796 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,907 | $103,430-71.1% | $100,516-70.2% | $93,223-67.9% |
| Participation rate | 80.5% | 84.3%-3.7pp | 79.4%+1.1pp | 74.9%+5.6pp |
| Annual return | 15.46% | 24.60%-9.1pp | 30.89%-15.4pp | 19.29%-3.8pp |
| Employer contribution / active EE | $837 | $3,129-73.3% | $3,418-75.5% | $2,680-68.8% |
| Participant deferral / active EE | $1,653 | $6,375-74.1% | $6,270-73.6% | $4,563-63.8% |
| Admin fee / account holder | $34 | $85-60.1% | $8,081-99.6% | $79-57.4% |