Filed April 5, 2016 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $1,102,852 |
Service code 29 · EIN 25-1739882 | Legal | $129,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $99,376 | $121,719-18.4% | $154,803-35.8% | $140,769-29.4% |
| Participation rate | 96.7% | 76.3%+20.4pp | 78.1%+18.6pp | 74.2%+22.6pp |
| Annual return | 18.47% | 19.22%-0.7pp | 58.88%-40.4pp | 16.82%+1.6pp |
| Employer contribution / active EE | $4,822 | $2,466+95.5% | $4,305+12.0% | $3,906+23.5% |
| Participant deferral / active EE | $7,962 | $5,384+47.9% | $5,540+43.7% | $6,717+18.5% |
| Admin fee / account holder | $83 | $71+17.9% | $14,329-99.4% | $229-63.6% |