Filed December 12, 2014 (most recent of 2 filings on file)
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 INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $86,831 |
CALLAN LLC4 years Service code 16 · EIN 82-2748926 | Consulting | $19,792 |
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 | $458,908 | $57,831+693.5% | $82,389+457.0% | $85,563+436.3% |
| Participation rate | 99.1% | 55.0%+44.1pp | 69.5%+29.6pp | 66.0%+33.1pp |
| Annual return | 15.50% | 17.86%-2.4pp | 28.67%-13.2pp | 31.51%-16.0pp |
| Employer contribution / active EE | $11,435 | $1,643+596.1% | $2,517+354.3% | $2,654+330.9% |
| Participant deferral / active EE | $25,855 | $3,118+729.3% | $4,155+522.3% | $4,375+490.9% |
| Admin fee / account holder | $113 | $1,391-91.9% | $7,231-98.4% | $834-86.4% |