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 | $85,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,033 | $130,141-83.1% | $86,677-74.6% | $77,904-71.7% |
| Participation rate | 57.6% | 85.9%-28.3pp | 76.6%-18.9pp | 73.7%-16.0pp |
| Annual return | -16.53% | -12.75%-3.8pp | 35.91%-52.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,419 | $3,220-55.9% | $2,836-50.0% | $2,848-50.2% |
| Participant deferral / active EE | $1,312 | $5,757-77.2% | $4,656-71.8% | $4,806-72.7% |
| Admin fee / account holder | $80 | $132-39.3% | $7,493-98.9% | $133-39.7% |