Filed January 22, 2015 (most recent of 4 filings on file)
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 | $107,280 |
OSAIC WEALTH INC2 years Service code 16 · EIN 93-0987232 | Consulting | $13,984 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,730 | $44,897-7.1% | $85,009-50.9% | $199,768-79.1% |
| Participation rate | 77.3% | 45.7%+31.6pp | 67.5%+9.8pp | 72.0%+5.3pp |
| Annual return | 16.01% | 20.96%-5.0pp | 66.47%-50.5pp | 34.26%-18.3pp |
| Employer contribution / active EE | $1,303 | $1,365-4.6% | $2,728-52.3% | $3,037-57.1% |
| Participant deferral / active EE | $2,508 | $2,668-6.0% | $4,522-44.5% | $5,090-50.7% |
| Admin fee / account holder | $65 | $584-88.8% | $6,153-98.9% | $269-75.7% |