Filed August 9, 2012 (most recent of 2 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,621 | $78,485+32.0% | $106,213-2.4% | $74,495+39.1% |
| Participation rate | 49.5% | 72.8%-23.3pp | 75.3%-25.8pp | 67.2%-17.7pp |
| Annual return | 15.60% | 15.95%-0.3pp | 116.14%-100.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,146 | $2,523-54.6% | $3,171-63.9% | $2,623-56.3% |
| Participant deferral / active EE | $2,360 | $4,322-45.4% | $5,016-53.0% | $4,346-45.7% |
| Admin fee / account holder | $5 | $2,232-99.8% | $11,033-100.0% | $1,942-99.7% |