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 | $645,591 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $60,225 |
NEWPORT GROUP, INC.3 years Service code 16 · EIN 27-2037969 | Consulting | $58,858 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,123 | $45,365+45.8% | $58,482+13.1% | $96,393-31.4% |
| Participation rate | 49.4% | 30.9%+18.5pp | 50.9%-1.5pp | 71.3%-21.9pp |
| Annual return | 14.64% | 20.48%-5.8pp | 4239.32%-4224.7pp | 22.88%-8.2pp |
| Employer contribution / active EE | $680 | $584+16.3% | $1,053-35.5% | $3,238-79.0% |
| Participant deferral / active EE | $2,714 | $1,304+108.1% | $1,924+41.1% | $5,455-50.2% |
| Admin fee / account holder | $45 | $74-38.8% | $2,516-98.2% | $74-38.5% |