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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $929,059 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $46,214 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $29,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,114 | $37,383+63.5% | $71,086-14.0% | $73,367-16.7% |
| Participation rate | 56.2% | 33.8%+22.4pp | 54.7%+1.6pp | 69.5%-13.2pp |
| Annual return | 10.67% | 0.47%+10.2pp | 650.59%-639.9pp | 173.45%-162.8pp |
| Employer contribution / active EE | $340 | $490-30.6% | $1,088-68.8% | $2,499-86.4% |
| Participant deferral / active EE | $2,672 | $1,117+139.2% | $1,874+42.6% | $4,033-33.7% |
| Admin fee / account holder | $58 | $75-21.7% | $3,082-98.1% | $68-14.6% |