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 |
|---|---|---|
GROOM LAW GROUP4+ years Service code 29 · EIN 52-1219029 | Legal | $40,044 |
Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $18,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $50,545 | $65,118-22.4% | $76,768-34.2% | $55,725-9.3% |
| Participation rate | 52.7% | 79.6%-26.9pp | 77.0%-24.3pp | 70.9%-18.2pp |
| Annual return | 64.19% | -1.27%+65.5pp | 2.43%+61.8pp | 244.93%-180.7pp |
| Employer contribution / active EE | $1,525 | $1,941-21.5% | $2,485-38.7% | $2,078-26.6% |
| Participant deferral / active EE | $1,401 | $3,688-62.0% | $3,852-63.6% | $3,356-58.3% |
| Admin fee / account holder | $163 | $116+40.3% | $6,675-97.6% | $115+41.2% |