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 | $54,029 | $65,118-17.0% | $76,768-29.6% | $55,725-3.0% |
| Participation rate | 41.8% | 79.6%-37.9pp | 77.0%-35.2pp | 70.9%-29.1pp |
| Annual return | -4.27% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $3,625 | $1,941+86.8% | $2,485+45.9% | $2,078+74.4% |
| Participant deferral / active EE | $907 | $3,688-75.4% | $3,852-76.5% | $3,356-73.0% |
| Admin fee / account holder | $80 | $116-31.0% | $6,675-98.8% | $115-30.5% |