Filed March 10, 2015 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,148 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,512 | $131,799+30.9% | $200,582-14.0% | $85,563+101.6% |
| Participation rate | 95.0% | 87.9%+7.1pp | 86.9%+8.2pp | 66.0%+29.1pp |
| Annual return | 17.67% | 21.59%-3.9pp | 42.33%-24.7pp | 31.51%-13.8pp |
| Employer contribution / active EE | $4,512 | $4,532-0.4% | $6,419-29.7% | $2,654+70.0% |
| Participant deferral / active EE | $10,611 | $7,702+37.8% | $9,331+13.7% | $4,375+142.5% |
| Admin fee / account holder | $54 | $235-77.1% | $16,305-99.7% | $834-93.5% |