Filed March 9, 2012
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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $57,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,599 | $62,146+7.2% | $81,438-18.2% | $74,546-10.7% |
| Participation rate | 80.4% | 64.1%+16.3pp | 69.5%+10.9pp | 67.2%+13.2pp |
| Annual return | 10.69% | 16.49%-5.8pp | 24.74%-14.0pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $3,025 | $1,883+60.7% | $2,460+23.0% | $2,624+15.3% |
| Participant deferral / active EE | $3,681 | $3,229+14.0% | $3,883-5.2% | $4,347-15.3% |
| Admin fee / account holder | $371 | $1,922-80.7% | $5,764-93.6% | $1,944-80.9% |