Filed December 9, 2013
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 Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $697,980 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $38,850 |
NEWPORT GROUP, INC.5 years Service code 49 · EIN 27-2037969 | Other Services | $37,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,913 | $140,769-40.4% | $53,898+55.7% | $140,769-40.4% |
| Participation rate | 49.4% | 74.2%-24.8pp | 55.0%-5.6pp | 74.2%-24.8pp |
| Annual return | 12.12% | 16.82%-4.7pp | 528.60%-516.5pp | 16.82%-4.7pp |
| Employer contribution / active EE | $754 | $3,906-80.7% | $932-19.1% | $3,906-80.7% |
| Participant deferral / active EE | $3,000 | $6,717-55.3% | $1,826+64.2% | $6,717-55.3% |
| Admin fee / account holder | $46 | $229-79.9% | $2,491-98.1% | $229-79.9% |