Filed August 20, 2014 (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 | $422,252 |
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 | $125,426 | $103,282+21.4% | $81,382+54.1% | $99,062+26.6% |
| Participation rate | 95.2% | 73.2%+22.0pp | 69.5%+25.8pp | 71.6%+23.6pp |
| Annual return | 14.56% | 15.11%-0.6pp | 24.73%-10.2pp | 17.66%-3.1pp |
| Employer contribution / active EE | $4,725 | $3,061+54.4% | $2,463+91.9% | $3,262+44.9% |
| Participant deferral / active EE | $7,722 | $4,549+69.7% | $3,883+98.9% | $5,331+44.8% |
| Admin fee / account holder | $44 | $78-43.6% | $5,768-99.2% | $109-59.4% |