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 | $365,862 |
FINANCIAL ENGINES1 year Service code 16 · EIN 94-3250321 | Consulting | $71,186 |
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 | $50,757 | $88,581-42.7% | $74,183-31.6% | $65,292-22.3% |
| Participation rate | 82.6% | 86.2%-3.5pp | 76.6%+6.0pp | 72.4%+10.2pp |
| Annual return | 17.35% | 11.72%+5.6pp | 17.74%-0.4pp | 11.84%+5.5pp |
| Employer contribution / active EE | $2,043 | $3,021-32.4% | $2,370-13.8% | $2,302-11.2% |
| Participant deferral / active EE | $2,847 | $4,898-41.9% | $3,550-19.8% | $3,579-20.4% |
| Admin fee / account holder | $74 | $60+23.4% | $5,586-98.7% | $57+28.6% |