Filed July 25, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19,024 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $197,826 | $88,982+122.3% | $102,438+93.1% | $77,671+154.7% |
| Participation rate | 87.9% | 80.9%+6.9pp | 76.5%+11.4pp | 70.6%+17.3pp |
| Annual return | 24.70% | 25.01%-0.3pp | 29.37%-4.7pp | 31.21%-6.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,024-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $16,139 | $5,144+213.8% | $5,054+219.4% | $4,648+247.2% |
| Admin fee / account holder | -$33 | $236-114.1% | $9,448-100.4% | $430-107.7% |