Filed April 30, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPNS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $171,835 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $19,146 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,431 | $145,516+117.5% | $184,200+71.8% | $99,061+219.4% |
| Participation rate | 98.5% | 90.3%+8.3pp | 86.8%+11.7pp | 71.6%+26.9pp |
| Annual return | 16.33% | 21.23%-4.9pp | 28.80%-12.5pp | 17.66%-1.3pp |
| Employer contribution / active EE | $13,143 | $5,354+145.5% | $6,424+104.6% | $3,261+303.1% |
| Participant deferral / active EE | $15,118 | $8,423+79.5% | $9,132+65.6% | $5,331+183.6% |
| Admin fee / account holder | $16 | $78-78.8% | $13,907-99.9% | $109-84.9% |