Filed October 23, 2014 (most recent of 5 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,739 | $129,021-56.0% | $184,203-69.2% | $77,643-26.9% |
| Participation rate | 95.3% | 87.3%+8.0pp | 86.8%+8.5pp | 70.6%+24.7pp |
| Annual return | 16.69% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,544 | $4,413-42.4% | $6,427-60.4% | $2,726-6.7% |
| Participant deferral / active EE | $4,462 | $7,297-38.9% | $9,131-51.1% | $4,647-4.0% |
| Admin fee / account holder | $10 | $254-96.2% | $13,901-99.9% | $430-97.8% |