Filed April 21, 2014 (most recent of 3 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 Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,308,209 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $183,883 |
FIDELTY INV. INST. OPS. CO.10+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,146 | $106,382-32.2% | $81,382-11.3% | $106,382-32.2% |
| Participation rate | 80.3% | 69.9%+10.4pp | 69.5%+10.8pp | 69.9%+10.4pp |
| Annual return | 14.44% | 17.37%-2.9pp | 24.73%-10.3pp | 17.37%-2.9pp |
| Employer contribution / active EE | $2,090 | $3,364-37.9% | $2,463-15.1% | $3,364-37.9% |
| Participant deferral / active EE | $3,220 | $5,569-42.2% | $3,883-17.1% | $5,569-42.2% |
| Admin fee / account holder | $75 | $79-5.5% | $5,768-98.7% | $79-5.5% |