Filed April 28, 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 9-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 INVEST INSTL OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $97,080 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO 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 | $181,289 | $74,347+143.8% | $93,606+93.7% | $67,579+168.3% |
| Participation rate | 92.1% | 80.6%+11.5pp | 75.8%+16.3pp | 71.3%+20.9pp |
| Annual return | 23.21% | 28.07%-4.9pp | 32.76%-9.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $5,820 | $2,583+125.3% | $2,718+114.1% | $2,148+171.0% |
| Participant deferral / active EE | $8,846 | $4,060+117.9% | $4,069+117.4% | $3,539+149.9% |
| Admin fee / account holder | $108 | $123-11.9% | $7,888-98.6% | $142-24.0% |