Filed December 14, 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 | $61,903 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $57,455 | $63,964-10.2% | $147,614-61.1% | $67,505-14.9% |
| Participation rate | 73.1% | 68.6%+4.5pp | 84.6%-11.5pp | 71.2%+1.9pp |
| Annual return | 2.51% | 9.05%-6.5pp | 61.98%-59.5pp | 6.52%-4.0pp |
| Employer contribution / active EE | $926 | $1,618-42.8% | $5,564-83.4% | $2,173-57.4% |
| Participant deferral / active EE | $2,737 | $2,589+5.7% | $4,895-44.1% | $3,597-23.9% |
| Admin fee / account holder | $8 | $43-81.0% | $11,611-99.9% | $56-85.5% |