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 | $100,461 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 36-2235791 | Other Services | $6,212 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,340 | $105,247-82.6% | $87,100-78.9% | $77,787-76.4% |
| Participation rate | 70.3% | 85.8%-15.5pp | 76.9%-6.6pp | 73.2%-3.0pp |
| Annual return | 20.41% | 24.52%-4.1pp | 28.19%-7.8pp | 32.57%-12.2pp |
| Employer contribution / active EE | $1,411 | $2,895-51.3% | $2,521-44.1% | $2,504-43.7% |
| Participant deferral / active EE | $1,135 | $5,060-77.6% | $4,049-72.0% | $3,967-71.4% |
| Admin fee / account holder | $84 | $104-19.6% | $7,497-98.9% | $100-16.0% |