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 | $14,000 |
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 | $57,304 | $69,305-17.3% | $82,313-30.4% | $69,631-17.7% |
| Participation rate | 35.8% | 80.3%-44.5pp | 76.9%-41.1pp | 70.7%-34.9pp |
| Annual return | 14.68% | 21.47%-6.8pp | 25.88%-11.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $3,531 | $1,887+87.2% | $2,428+45.4% | $2,032+73.8% |
| Participant deferral / active EE | $807 | $3,568-77.4% | $3,706-78.2% | $3,224-75.0% |
| Admin fee / account holder | $89 | $97-8.8% | $5,608-98.4% | $110-19.8% |