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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,065 |
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 | $69,194 | $98,727-29.9% | $113,168-38.9% | $85,563-19.1% |
| Participation rate | 94.3% | 80.8%+13.5pp | 76.6%+17.8pp | 66.0%+28.4pp |
| Annual return | 15.83% | 17.43%-1.6pp | 24.27%-8.4pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,593 | $2,907-45.2% | $2,975-46.5% | $2,654-40.0% |
| Participant deferral / active EE | $4,971 | $5,424-8.4% | $5,107-2.7% | $4,375+13.6% |
| Admin fee / account holder | $96 | $357-73.0% | $12,068-99.2% | $834-88.5% |