Filed February 11, 2011
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,030 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,223 | $65,908-45.0% | $81,812-55.7% | $77,643-53.3% |
| Participation rate | 39.5% | 65.8%-26.3pp | 72.3%-32.8pp | 70.6%-31.1pp |
| Annual return | 11.22% | 26.64%-15.4pp | 773.79%-762.6pp | 31.24%-20.0pp |
| Employer contribution / active EE | $684 | $2,370-71.1% | $2,912-76.5% | $2,726-74.9% |
| Participant deferral / active EE | $1,083 | $3,505-69.1% | $4,319-74.9% | $4,647-76.7% |
| Admin fee / account holder | $149 | $526-71.6% | $7,386-98.0% | $430-65.3% |