Filed May 17, 2011
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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,720 | $63,905-25.3% | $74,183-35.7% | $57,658-17.2% |
| Participation rate | 36.9% | 79.8%-42.9pp | 76.6%-39.7pp | 70.2%-33.3pp |
| Annual return | 7.38% | 60.60%-53.2pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $3,155 | $1,840+71.4% | $2,370+33.1% | $1,974+59.8% |
| Participant deferral / active EE | $792 | $3,448-77.0% | $3,550-77.7% | $3,061-74.1% |
| Admin fee / account holder | $84 | $91-7.9% | $5,586-98.5% | $95-11.2% |