Filed March 6, 2012
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 Service code 37 · EIN 04-2647786 | Loan Processing | $3,644 |
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 | $130,886 | $101,317+29.2% | $146,958-10.9% | $74,495+75.7% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 13.89% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,543 | $3,810-33.2% | $4,933-48.4% | $2,623-3.0% |
| Participant deferral / active EE | $11,031 | $7,303+51.0% | $8,070+36.7% | $4,346+153.8% |
| Admin fee / account holder | $27 | $1,739-98.4% | $12,998-99.8% | $1,942-98.6% |