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 | -$159,189 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,668 | $78,419+222.2% | $133,956+88.6% | $73,409+244.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 23.93% | 33.35%-9.4pp | 45.09%-21.2pp | 59.29%-35.4pp |
| Employer contribution / active EE | $7,627 | $2,044+273.2% | $3,919+94.6% | $2,234+241.5% |
| Participant deferral / active EE | $12,774 | $3,925+225.4% | $5,048+153.1% | $3,805+235.7% |
| Admin fee / account holder | -$161 | $161-199.8% | $8,927-101.8% | $158-201.9% |