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 | $18,000 |
Service code 16 · EIN 36-4001764 | Consulting | $9,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,996 | $79,519-45.9% | $95,952-55.2% | $73,409-41.4% |
| Participation rate | 38.1% | 81.2%-43.1pp | 77.1%-39.0pp | 72.2%-34.1pp |
| Annual return | 5.05% | 19.20%-14.1pp | 91.61%-86.6pp | 59.29%-54.2pp |
| Employer contribution / active EE | $2,958 | $2,048+44.5% | $2,541+16.4% | $2,234+32.4% |
| Participant deferral / active EE | $1,117 | $4,138-73.0% | $4,167-73.2% | $3,805-70.7% |
| Admin fee / account holder | $117 | $184-36.7% | $6,795-98.3% | $158-26.1% |