Filed December 28, 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,808 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,185 | $98,727-26.9% | $113,168-36.2% | $85,563-15.6% |
| Participation rate | 84.2% | 80.8%+3.3pp | 76.6%+7.6pp | 66.0%+18.2pp |
| Annual return | 15.89% | 17.43%-1.5pp | 24.27%-8.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $451 | $2,907-84.5% | $2,975-84.8% | $2,654-83.0% |
| Participant deferral / active EE | $3,738 | $5,424-31.1% | $5,107-26.8% | $4,375-14.6% |
| Admin fee / account holder | $203 | $357-43.1% | $12,068-98.3% | $834-75.7% |