Filed August 26, 2019 (most recent of 2 filings on file)
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 INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $2,485 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,213 | $91,762-12.6% | $67,502+18.8% | $77,643+3.3% |
| Participation rate | 86.4% | 75.9%+10.5pp | 72.9%+13.5pp | 70.6%+15.8pp |
| Annual return | 14.37% | 14.87%-0.5pp | 3512.12%-3497.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,963 | $3,181+87.5% | $2,731+118.4% | $2,726+118.8% |
| Participant deferral / active EE | $7,619 | $3,903+95.2% | $4,000+90.5% | $4,647+63.9% |
| Admin fee / account holder | $17 | $176-90.1% | $3,998-99.6% | $430-95.9% |