Filed April 3, 2013
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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $65,017 |
Service code 27 · EIN 55-0846628 | Advisory (Plan) | $40,949 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $19,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,918 | $89,436+53.1% | $164,813-16.9% | $77,643+76.3% |
| Participation rate | 93.1% | 78.6%+14.5pp | 78.6%+14.5pp | 70.6%+22.5pp |
| Annual return | 13.27% | 28.83%-15.6pp | 69.93%-56.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,153 | $2,569+22.8% | $4,341-27.4% | $2,726+15.7% |
| Participant deferral / active EE | $7,562 | $4,897+54.4% | $6,031+25.4% | $4,647+62.7% |
| Admin fee / account holder | $399 | $339+17.6% | $12,690-96.9% | $430-7.3% |