Filed February 20, 2014
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $81,683 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,650 | $106,028+168.5% | $146,958+93.7% | $77,643+266.6% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 23.87% | 56.73%-32.9pp | 418.34%-394.5pp | 31.24%-7.4pp |
| Employer contribution / active EE | $10,835 | $4,063+166.7% | $4,933+119.6% | $2,726+297.5% |
| Participant deferral / active EE | $23,033 | $7,990+188.3% | $8,070+185.4% | $4,647+395.6% |
| Admin fee / account holder | $66 | $337-80.4% | $12,998-99.5% | $430-84.6% |