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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $57,284 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $324,209 | $39,819+714.2% | $67,834+377.9% | $57,658+462.3% |
| Participation rate | 99.6% | 61.2%+38.4pp | 68.8%+30.8pp | 70.2%+29.4pp |
| Annual return | 6.57% | 9.19%-2.6pp | 138.47%-131.9pp | 5.13%+1.4pp |
| Employer contribution / active EE | $8,961 | $1,277+601.8% | $2,403+272.8% | $1,974+354.0% |
| Participant deferral / active EE | $18,227 | $2,209+725.0% | $3,160+476.8% | $3,061+495.5% |
| Admin fee / account holder | $106 | $84+26.7% | $4,622-97.7% | $95+12.1% |