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 | $608,331 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $98,089 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $71,677 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $28,213 |
GLS COMPANIES2 years Service code 36 · EIN 41-1474277 | Participant communication; Copying an... | $5,143 |
Filed as: FIDELITY (FIIOC INC) Service code 60 | Sub-TA Fees | $0 |
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 | $60,999 | $88,730-31.3% | $82,313-25.9% | $77,958-21.8% |
| Participation rate | 96.7% | 84.5%+12.1pp | 76.9%+19.8pp | 71.6%+25.0pp |
| Annual return | 21.56% | 20.88%+0.7pp | 25.88%-4.3pp | 20.87%+0.7pp |
| Employer contribution / active EE | $4,169 | $2,758+51.1% | $2,428+71.7% | $2,310+80.4% |
| Participant deferral / active EE | $4,666 | $4,634+0.7% | $3,706+25.9% | $3,537+31.9% |
| Admin fee / account holder | $135 | $74+82.9% | $5,608-97.6% | $97+39.0% |