Filed March 17, 2016
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 50 · EIN 04-2647786 | Direct Payment | $7,586 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,054 | $95,542-13.1% | $69,455+19.6% | $67,579+22.9% |
| Participation rate | 82.2% | 79.4%+2.8pp | 74.6%+7.6pp | 71.3%+10.9pp |
| Annual return | 23.01% | 17.67%+5.3pp | 28.97%-6.0pp | 378.56%-355.5pp |
| Employer contribution / active EE | $274 | $2,989-90.8% | $2,779-90.1% | $2,148-87.2% |
| Participant deferral / active EE | $6,938 | $3,263+112.6% | $3,535+96.2% | $3,539+96.0% |
| Admin fee / account holder | $18 | $90-80.3% | $3,839-99.5% | $142-87.6% |