Filed August 8, 2013
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,489 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,601 | $89,588-7.8% | $136,007-39.3% | $77,643+6.4% |
| Participation rate | 84.8% | 74.3%+10.5pp | 76.5%+8.3pp | 70.6%+14.2pp |
| Annual return | 15.46% | 17.42%-2.0pp | 579.32%-563.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $400 | $3,491-88.5% | $4,217-90.5% | $2,726-85.3% |
| Participant deferral / active EE | $5,212 | $5,591-6.8% | $7,025-25.8% | $4,647+12.1% |
| Admin fee / account holder | $224 | $539-58.5% | $6,858-96.7% | $430-48.0% |