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 | $168 |
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 | $72,900 | $43,327+68.3% | $59,878+21.7% | $64,186+13.6% |
| Participation rate | 90.4% | 69.2%+21.3pp | 74.7%+15.7pp | 69.6%+20.9pp |
| Annual return | 9.94% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $3,783 | $2,028+86.5% | $2,722+39.0% | $2,381+58.9% |
| Participant deferral / active EE | $4,434 | $2,546+74.2% | $3,402+30.3% | $3,470+27.8% |
| Admin fee / account holder | $5 | $3,005-99.8% | $3,590-99.8% | $4,888-99.9% |