Filed April 27, 2012 (most recent of 2 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 5-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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $251,439 |
MERCER1 year Service code 16 · EIN 36-2668272 | Consulting | $64,190 |
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 | $87,558 | $159,391-45.1% | $102,423-14.5% | $99,062-11.6% |
| Participation rate | 95.6% | 88.6%+7.0pp | 76.5%+19.1pp | 71.6%+24.0pp |
| Annual return | 12.73% | 19.03%-6.3pp | 29.32%-16.6pp | 17.66%-4.9pp |
| Employer contribution / active EE | $6,236 | $4,207+48.2% | $3,023+106.3% | $3,262+91.2% |
| Participant deferral / active EE | $0 | $7,498-100.0% | $5,053-100.0% | $5,331-100.0% |
| Admin fee / account holder | $26 | $159-83.9% | $9,451-99.7% | $109-76.5% |