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 15 · EIN 04-2647786 | Recordkeeping | $288,366 |
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $10,011 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,252 | $83,595-62.6% | $86,436-63.8% | $78,044-60.0% |
| Participation rate | 80.4% | 81.9%-1.4pp | 80.3%+0.1pp | 74.4%+6.0pp |
| Annual return | -16.18% | -10.64%-5.5pp | 4394.89%-4411.1pp | 10.87%-27.1pp |
| Employer contribution / active EE | $1,190 | $3,111-61.7% | $3,769-68.4% | $3,125-61.9% |
| Participant deferral / active EE | $2,460 | $6,427-61.7% | $6,952-64.6% | $5,084-51.6% |
| Admin fee / account holder | $35 | $82-58.1% | $6,731-99.5% | $79-56.3% |