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 | $22,468 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,686 |
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 | $31,375 | $77,559-59.5% | $68,793-54.4% | $75,289-58.3% |
| Participation rate | 63.4% | 78.3%-14.9pp | 72.2%-8.9pp | 72.4%-9.1pp |
| Annual return | -5.04% | -1.01%-4.0pp | -4.63%-0.4pp | -0.04%-5.0pp |
| Employer contribution / active EE | $416 | $1,993-79.1% | $2,625-84.2% | $2,405-82.7% |
| Participant deferral / active EE | $1,464 | $3,128-53.2% | $3,311-55.8% | $3,739-60.8% |
| Admin fee / account holder | $28 | $90-68.7% | $5,131-99.4% | $102-72.3% |