Filed July 16, 2012
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 64 · EIN 04-2647786 | Recordkeeping Fees | -$19,984 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,535 | $122,239+188.4% | $184,203+91.4% | $74,495+373.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.31% | 19.95%-4.6pp | 28.81%-13.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $11,322 | $4,537+149.5% | $6,427+76.2% | $2,623+331.6% |
| Participant deferral / active EE | $7,687 | $7,139+7.7% | $9,131-15.8% | $4,346+76.9% |
| Admin fee / account holder | -$95 | $1,260-107.6% | $13,901-100.7% | $1,942-104.9% |