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 | $840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $76,928 | $45,073+70.7% | $69,455+10.8% | $72,985+5.4% |
| Participation rate | 89.5% | 68.5%+21.0pp | 74.6%+14.9pp | 69.5%+20.0pp |
| Annual return | 6.06% | 22.65%-16.6pp | 28.97%-22.9pp | 81.00%-74.9pp |
| Employer contribution / active EE | $3,958 | $2,054+92.7% | $2,779+42.4% | $2,440+62.2% |
| Participant deferral / active EE | $5,005 | $2,602+92.4% | $3,535+41.6% | $3,607+38.8% |
| Admin fee / account holder | $5 | $3,056-99.8% | $3,839-99.9% | $5,124-99.9% |