Filed September 21, 2012
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 | $135,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,208 | $81,357+142.4% | $75,972+159.6% | $199,593-1.2% |
| Participation rate | 82.2% | 69.9%+12.3pp | 69.1%+13.1pp | 72.0%+10.2pp |
| Annual return | 17.30% | 16.32%+1.0pp | 359.55%-342.3pp | 34.25%-17.0pp |
| Employer contribution / active EE | $5,180 | $3,341+55.1% | $2,685+92.9% | $3,034+70.7% |
| Participant deferral / active EE | $8,585 | $4,710+82.3% | $4,255+101.7% | $5,087+68.8% |
| Admin fee / account holder | $80 | $144-44.3% | $6,467-98.8% | $269-70.1% |