Filed July 20, 2001 (most recent of 2 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $287,755 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $25,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,141 | $241,101-96.2% | $103,333-91.2% | $199,593-95.4% |
| Participation rate | 62.7% | 78.3%-15.6pp | 74.5%-11.8pp | 72.0%-9.3pp |
| Annual return | 11.94% | 17.80%-5.9pp | 24.88%-12.9pp | 34.25%-22.3pp |
| Employer contribution / active EE | $907 | $4,244-78.6% | $3,868-76.5% | $3,034-70.1% |
| Participant deferral / active EE | $1,701 | $3,958-57.0% | $5,057-66.4% | $5,087-66.6% |
| Admin fee / account holder | $76 | $288-73.5% | $8,355-99.1% | $269-71.7% |