Filed November 21, 2016
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 INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $379,094 |
FINANCIAL ENGINES10+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $369,590 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $82,000 |
Filed as: SCHWARTZ & CO. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $35,630 |
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 | $136,445 | $151,876-10.2% | $113,168+20.6% | $117,739+15.9% |
| Participation rate | 96.5% | 92.5%+4.0pp | 76.6%+19.9pp | 76.6%+19.9pp |
| Annual return | 15.86% | 15.75%+0.1pp | 24.27%-8.4pp | 17.29%-1.4pp |
| Employer contribution / active EE | $4,482 | $4,598-2.5% | $2,975+50.7% | $3,746+19.7% |
| Participant deferral / active EE | $6,048 | $7,767-22.1% | $5,107+18.4% | $6,128-1.3% |
| Admin fee / account holder | $112 | $70+60.5% | $12,068-99.1% | $112+0.3% |