Filed June 17, 2019
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 | $100,476 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $99,044 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,663 | $82,917+46.7% | $103,333+17.7% | $77,643+56.7% |
| Participation rate | 94.9% | 71.6%+23.4pp | 74.5%+20.4pp | 70.6%+24.4pp |
| Annual return | 17.00% | 19.13%-2.1pp | 24.88%-7.9pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2 | $3,552-99.9% | $3,868-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $9,181 | $4,108+123.5% | $5,057+81.5% | $4,647+97.6% |
| Admin fee / account holder | $306 | $638-52.0% | $8,355-96.3% | $430-28.8% |