Filed October 11, 2014 (most recent of 6 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 Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | $340,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,344 | $99,062+188.0% | $103,476+175.8% | $99,062+188.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 80.5%-80.5pp | 71.6%-71.6pp |
| Annual return | 15.33% | 17.66%-2.3pp | 23.90%-8.6pp | 17.66%-2.3pp |
| Employer contribution / active EE | $11,270 | $3,262+245.5% | $4,672+141.2% | $3,262+245.5% |
| Participant deferral / active EE | $12,513 | $5,331+134.7% | $6,623+88.9% | $5,331+134.7% |
| Admin fee / account holder | $80 | $109-26.9% | $9,413-99.2% | $109-26.9% |