Filed September 28, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,310 | $108,549+56.9% | $156,263+9.0% | $85,563+99.0% |
| Participation rate | 94.6% | 77.1%+17.5pp | 78.9%+15.7pp | 66.0%+28.6pp |
| Annual return | 15.80% | 21.79%-6.0pp | 59.47%-43.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $2,617 | $2,690-2.7% | $4,333-39.6% | $2,654-1.4% |
| Participant deferral / active EE | $10,124 | $4,800+110.9% | $6,158+64.4% | $4,375+131.4% |
| Admin fee / account holder | $139 | $650-78.5% | $14,255-99.0% | $834-83.3% |