Filed June 28, 2015 (most recent of 2 filings on file)
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 Service code 37 · EIN 04-2647786 | Loan Processing | $79,186 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,178 | $65,908+200.7% | $81,812+142.2% | $77,643+155.2% |
| Participation rate | 98.7% | 65.8%+32.9pp | 72.3%+26.4pp | 70.6%+28.1pp |
| Annual return | 13.79% | 26.64%-12.9pp | 773.79%-760.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $13,099 | $2,370+452.6% | $2,912+349.8% | $2,726+380.6% |
| Participant deferral / active EE | $12,915 | $3,505+268.4% | $4,319+199.1% | $4,647+177.9% |
| Admin fee / account holder | $129 | $526-75.4% | $7,386-98.2% | $430-69.9% |