Filed January 20, 2015
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 OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $200,190 |
VISTA OUTDOOR INC.1+ years Service code 15 · EIN 47-1016855 | Recordkeeping | $1,728 |
Filed as: FIDELITY INVESTMENTS INST OPS CO. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,151 | $71,957-26.1% | $67,652-21.4% | $59,188-10.2% |
| Participation rate | 91.5% | 82.7%+8.8pp | 75.7%+15.8pp | 69.4%+22.0pp |
| Annual return | 0.00% | 8.53%-8.5pp | 6625.04%-6625.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,119 | $2,432+28.3% | $2,266+37.7% | $2,098+48.7% |
| Participant deferral / active EE | $3,513 | $4,211-16.6% | $3,560-1.3% | $3,265+7.6% |
| Admin fee / account holder | $43 | $64-33.4% | $4,821-99.1% | $92-53.7% |