Filed May 21, 1
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 37 · EIN 04-2647786 | Loan Processing | $23,883 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,890 | $123,286-73.3% | $75,670-56.5% | $77,958-57.8% |
| Participation rate | 62.0% | 78.8%-16.7pp | 72.3%-10.3pp | 71.6%-9.6pp |
| Annual return | 17.43% | 20.45%-3.0pp | 27.34%-9.9pp | 20.87%-3.4pp |
| Employer contribution / active EE | $412 | $2,035-79.8% | $2,352-82.5% | $2,310-82.2% |
| Participant deferral / active EE | $1,442 | $3,095-53.4% | $3,142-54.1% | $3,537-59.2% |
| Admin fee / account holder | $27 | $144-80.9% | $5,800-99.5% | $97-71.8% |