Filed October 10, 2019
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 Service code 37 · EIN 04-2647786 | Loan Processing | $56,677 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $55,969 |
PORTER & HUNT, LLP9 years Filed as: PORTER & HUNT , LLP Service code 10 · EIN 26-0526155 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,460 | $50,815-26.3% | $155,509-75.9% | $77,643-51.8% |
| Participation rate | 80.7% | 63.1%+17.6pp | 78.2%+2.5pp | 70.6%+10.1pp |
| Annual return | 12.54% | 34.80%-22.3pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,408 | $1,993+20.9% | $4,672-48.5% | $2,726-11.6% |
| Participant deferral / active EE | $2,554 | $2,822-9.5% | $5,626-54.6% | $4,647-45.0% |
| Admin fee / account holder | $201 | $437-53.9% | $15,912-98.7% | $430-53.2% |