Filed November 5, 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 INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,482 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,403 | $45,035+49.7% | $62,995+7.0% | $70,131-3.9% |
| Participation rate | 90.8% | 69.5%+21.3pp | 74.8%+16.0pp | 69.5%+21.3pp |
| Annual return | 20.73% | 18.76%+2.0pp | 87.57%-66.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,707 | $2,051+80.7% | $2,759+34.4% | $2,342+58.3% |
| Participant deferral / active EE | $4,321 | $2,465+75.3% | $3,329+29.8% | $3,332+29.7% |
| Admin fee / account holder | $8 | $2,834-99.7% | $3,600-99.8% | $4,645-99.8% |