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 | -$111,429 |
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 | $195,984 | $71,666+173.5% | $117,854+66.3% | $69,631+181.5% |
| Participation rate | 96.8% | 77.5%+19.2pp | 79.7%+17.1pp | 70.7%+26.1pp |
| Annual return | 20.07% | 18.86%+1.2pp | 335.08%-315.0pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $5,267 | $1,889+178.8% | $3,786+39.1% | $2,032+159.2% |
| Participant deferral / active EE | $9,652 | $3,340+189.0% | $4,482+115.4% | $3,224+199.4% |
| Admin fee / account holder | -$126 | $120-204.7% | $8,020-101.6% | $110-214.1% |