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 | $866,655 |
NEWPORT GROUP, INC.2 years Service code 16 · EIN 27-2037969 | Consulting | $32,862 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $13,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,604 | $41,203+47.1% | $61,373-1.3% | $89,394-32.2% |
| Participation rate | 55.0% | 35.4%+19.7pp | 52.6%+2.5pp | 71.3%-16.2pp |
| Annual return | -15.62% | -14.63%-1.0pp | 338.61%-354.2pp | -11.89%-3.7pp |
| Employer contribution / active EE | $729 | $603+20.9% | $1,159-37.2% | $3,022-75.9% |
| Participant deferral / active EE | $3,040 | $1,367+122.3% | $2,125+43.1% | $5,123-40.7% |
| Admin fee / account holder | $55 | $74-25.7% | $2,130-97.4% | $79-31.1% |