Filed April 29, 2015
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 | $194,806 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $34,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,822 | $76,173-33.3% | $81,438-37.6% | $199,768-74.6% |
| Participation rate | 43.4% | 76.3%-32.9pp | 69.5%-26.2pp | 72.0%-28.7pp |
| Annual return | 17.71% | 15.59%+2.1pp | 24.74%-7.0pp | 34.26%-16.6pp |
| Employer contribution / active EE | $1,218 | $2,792-56.4% | $2,460-50.5% | $3,037-59.9% |
| Participant deferral / active EE | $2,785 | $4,201-33.7% | $3,883-28.3% | $5,090-45.3% |
| Admin fee / account holder | $157 | $146+7.4% | $5,764-97.3% | $269-41.7% |