Filed March 30, 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 | $4,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,041 | $129,021+10.9% | $184,203-22.3% | $77,643+84.2% |
| Participation rate | 97.7% | 87.3%+10.3pp | 86.8%+10.8pp | 70.6%+27.1pp |
| Annual return | 14.39% | 33.27%-18.9pp | 28.81%-14.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $5,074 | $4,413+15.0% | $6,427-21.0% | $2,726+86.2% |
| Participant deferral / active EE | $7,692 | $7,297+5.4% | $9,131-15.8% | $4,647+65.5% |
| Admin fee / account holder | $11 | $254-95.6% | $13,901-99.9% | $430-97.4% |