Filed March 17, 2003
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 INS OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $64,418 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,865 |
Service code 16 · EIN 43-1451524 | Consulting | $18,400 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $17,003 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 16 · EIN 82-1434504 | Consulting | $4,966 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 · EIN 06-0566090 | Recordkeeping Fees | $90 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,505 | $81,248-93.2% | $155,509-96.5% | $80,856-93.2% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 7.40% | 33.31%-25.9pp | 64.67%-57.3pp | 35.59%-28.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,817 | $7,997-64.8% | $15,912-82.3% | $6,918-59.3% |