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 | $100,746 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,152 | $98,727-66.4% | $113,168-70.7% | $85,563-61.3% |
| Participation rate | 89.3% | 80.8%+8.5pp | 76.6%+12.8pp | 66.0%+23.4pp |
| Annual return | 15.20% | 17.43%-2.2pp | 24.27%-9.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $1,693 | $2,907-41.8% | $2,975-43.1% | $2,654-36.2% |
| Participant deferral / active EE | $1,571 | $5,424-71.0% | $5,107-69.2% | $4,375-64.1% |
| Admin fee / account holder | $103 | $357-71.2% | $12,068-99.1% | $834-87.7% |