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 | $910,880 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $21,957 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $20,287 |
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.
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 | $60,470 | $43,471+39.1% | $74,701-19.0% | $89,569-32.5% |
| Participation rate | 55.8% | 36.3%+19.5pp | 54.5%+1.3pp | 69.6%-13.8pp |
| Annual return | -0.99% | 24.97%-26.0pp | 752.92%-753.9pp | 34.56%-35.5pp |
| Employer contribution / active EE | $1,019 | $554+84.1% | $1,084-5.9% | $2,584-60.6% |
| Participant deferral / active EE | $2,731 | $1,177+132.1% | $1,964+39.1% | $4,220-35.3% |
| Admin fee / account holder | $57 | $74-23.0% | $3,333-98.3% | $72-20.6% |