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 GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $36,420 |
Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $26,448 |
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 | $73,871 | $79,519-7.1% | $95,952-23.0% | $73,409+0.6% |
| Participation rate | 43.9% | 81.2%-37.3pp | 77.1%-33.2pp | 72.2%-28.3pp |
| Annual return | 17.12% | 19.20%-2.1pp | 91.61%-74.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $1,302 | $2,048-36.4% | $2,541-48.8% | $2,234-41.7% |
| Participant deferral / active EE | $1,550 | $4,138-62.5% | $4,167-62.8% | $3,805-59.3% |
| Admin fee / account holder | $174 | $184-5.8% | $6,795-97.4% | $158+10.0% |