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 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $11,000 |
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 | $50,250 | $73,404-31.5% | $87,100-42.3% | $67,579-25.6% |
| Participation rate | 43.8% | 80.9%-37.0pp | 76.9%-33.0pp | 71.3%-27.5pp |
| Annual return | 22.54% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $3,037 | $2,014+50.8% | $2,521+20.4% | $2,148+41.4% |
| Participant deferral / active EE | $988 | $3,913-74.7% | $4,049-75.6% | $3,539-72.1% |
| Admin fee / account holder | $102 | $142-27.6% | $7,497-98.6% | $142-28.0% |