Filed February 21, 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 7-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 |
|---|---|---|
Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $56,778 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $15,173 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,982 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,246 | $63,905-18.2% | $74,183-29.6% | $57,658-9.4% |
| Participation rate | 28.9% | 79.8%-50.8pp | 76.6%-47.7pp | 70.2%-41.3pp |
| Annual return | -72.73% | 60.60%-133.3pp | 17.74%-90.5pp | 5.13%-77.9pp |
| Employer contribution / active EE | $3,352 | $1,840+82.1% | $2,370+41.4% | $1,974+69.8% |
| Participant deferral / active EE | $2,852 | $3,448-17.3% | $3,550-19.7% | $3,061-6.8% |
| Admin fee / account holder | $246 | $91+170.3% | $5,586-95.6% | $95+160.4% |