Filed April 3, 2015 (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 37 · EIN 04-2647786 | Loan Processing | $75,303 |
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 | $60,475 | $88,890-32.0% | $102,423-41.0% | $77,643-22.1% |
| Participation rate | 92.1% | 80.9%+11.1pp | 76.5%+15.6pp | 70.6%+21.5pp |
| Annual return | 13.97% | 24.98%-11.0pp | 29.32%-15.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,463 | $2,698-45.8% | $3,023-51.6% | $2,726-46.3% |
| Participant deferral / active EE | $4,538 | $5,145-11.8% | $5,053-10.2% | $4,647-2.3% |
| Admin fee / account holder | $95 | $235-59.5% | $9,451-99.0% | $430-77.8% |