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., LLC. Service code 37 · EIN 04-2647786 | Loan Processing | $23,926 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,872 | $99,078-34.5% | $96,544-32.8% | $74,419-12.8% |
| Participation rate | 32.1% | 80.7%-48.6pp | 76.0%-43.9pp | 70.7%-38.7pp |
| Annual return | 14.32% | 22.48%-8.2pp | 25.84%-11.5pp | 34.38%-20.1pp |
| Employer contribution / active EE | $3,147 | $2,570+22.5% | $2,965+6.2% | $2,637+19.3% |
| Participant deferral / active EE | $1,253 | $4,933-74.6% | $4,851-74.2% | $4,528-72.3% |
| Admin fee / account holder | $106 | $225-52.7% | $8,252-98.7% | $348-69.4% |