Filed April 8, 2014 (most recent of 6 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 | $299,499 |
Service code 14 · EIN 86-0422559 | Plan Administrator | $49,796 |
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 | $92,166 | $67,679+36.2% | $155,509-40.7% | $99,062-7.0% |
| Participation rate | 73.5% | 67.2%+6.3pp | 78.2%-4.6pp | 71.6%+1.9pp |
| Annual return | 16.23% | 16.16%+0.1pp | 64.67%-48.4pp | 17.66%-1.4pp |
| Employer contribution / active EE | $2,947 | $2,268+29.9% | $4,672-36.9% | $3,262-9.7% |
| Participant deferral / active EE | $5,877 | $3,828+53.5% | $5,626+4.5% | $5,331+10.2% |
| Admin fee / account holder | $47 | $94-50.3% | $15,912-99.7% | $109-57.3% |