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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $78,065 |
FOLEY & LARDNER LLP1+ years Service code 16 · EIN 39-0473800 | Consulting | $5,514 |
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 | $12,231 | $80,211-84.8% | $74,183-83.5% | $63,975-80.9% |
| Participation rate | 75.7% | 84.2%-8.5pp | 76.6%-0.9pp | 71.1%+4.6pp |
| Annual return | 9.27% | 14.13%-4.9pp | 17.74%-8.5pp | 48.65%-39.4pp |
| Employer contribution / active EE | $1,235 | $2,553-51.6% | $2,370-47.9% | $2,182-43.4% |
| Participant deferral / active EE | $891 | $4,370-79.6% | $3,550-74.9% | $3,356-73.5% |
| Admin fee / account holder | $79 | $67+17.8% | $5,586-98.6% | $70+12.4% |