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 | $361,310 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $81,944 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $81,279 |
GLS COMPANIES1 year Service code 36 · EIN 41-1474277 | Copying and duplicating; Participant ... | $40,170 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $35,883 |
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 | $52,413 | $88,581-40.8% | $74,183-29.3% | $65,292-19.7% |
| Participation rate | 89.1% | 86.2%+2.9pp | 76.6%+12.4pp | 72.4%+16.6pp |
| Annual return | 11.14% | 11.72%-0.6pp | 17.74%-6.6pp | 11.84%-0.7pp |
| Employer contribution / active EE | $3,334 | $3,021+10.4% | $2,370+40.7% | $2,302+44.8% |
| Participant deferral / active EE | $3,698 | $4,898-24.5% | $3,550+4.2% | $3,579+3.3% |
| Admin fee / account holder | $107 | $60+78.9% | $5,586-98.1% | $57+86.5% |