Filed February 4, 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$116,603 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,998 | $107,378+52.7% | $108,579+51.0% | $57,658+184.4% |
| Participation rate | 96.8% | 77.1%+19.7pp | 79.6%+17.2pp | 70.2%+26.6pp |
| Annual return | 8.19% | 12.80%-4.6pp | -51.70%+59.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $4,719 | $1,782+164.9% | $3,758+25.6% | $1,974+139.1% |
| Participant deferral / active EE | $9,202 | $3,221+185.7% | $4,311+113.5% | $3,061+200.7% |
| Admin fee / account holder | -$135 | $108-224.6% | $7,645-101.8% | $95-243.0% |