Filed April 22, 2016 (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 | $39,804 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,256 | $129,021-53.3% | $184,203-67.3% | $77,643-22.4% |
| Participation rate | 89.7% | 87.3%+2.4pp | 86.8%+2.9pp | 70.6%+19.2pp |
| Annual return | 19.89% | 33.27%-13.4pp | 28.81%-8.9pp | 31.24%-11.3pp |
| Employer contribution / active EE | $4,036 | $4,413-8.5% | $6,427-37.2% | $2,726+48.1% |
| Participant deferral / active EE | $5,044 | $7,297-30.9% | $9,131-44.8% | $4,647+8.5% |
| Admin fee / account holder | $148 | $254-41.6% | $13,901-98.9% | $430-65.6% |