Filed October 25, 2016
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 INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $192,668 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,760 | $82,422-42.1% | $67,652-29.4% | $67,505-29.2% |
| Participation rate | 80.4% | 84.2%-3.8pp | 75.7%+4.7pp | 71.2%+9.2pp |
| Annual return | 529.60% | 12.72%+516.9pp | 6625.04%-6095.4pp | 6.52%+523.1pp |
| Employer contribution / active EE | $1,341 | $2,879-53.4% | $2,266-40.8% | $2,173-38.3% |
| Participant deferral / active EE | $1,752 | $5,020-65.1% | $3,560-50.8% | $3,597-51.3% |
| Admin fee / account holder | $38 | $53-28.6% | $4,821-99.2% | $56-32.4% |