Filed April 9, 2015 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $78,879 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,501 | $122,693+83.0% | $184,203+21.9% | $199,593+12.5% |
| Participation rate | 97.6% | 86.8%+10.8pp | 86.8%+10.8pp | 72.0%+25.6pp |
| Annual return | 17.95% | 143.91%-126.0pp | 28.81%-10.9pp | 34.25%-16.3pp |
| Employer contribution / active EE | $6,366 | $4,584+38.9% | $6,427-1.0% | $3,034+109.8% |
| Participant deferral / active EE | $17,780 | $7,990+122.5% | $9,131+94.7% | $5,087+249.5% |
| Admin fee / account holder | $55 | $121-54.1% | $13,901-99.6% | $269-79.4% |