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 | $740 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,430 | $49,227+59.3% | $70,449+11.3% | $79,858-1.8% |
| Participation rate | 98.9% | 69.2%+29.7pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 4.99% | 30.06%-25.1pp | 109.03%-104.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $4,022 | $2,099+91.6% | $2,737+47.0% | $2,471+62.8% |
| Participant deferral / active EE | $5,083 | $2,768+83.6% | $3,709+37.1% | $3,740+35.9% |
| Admin fee / account holder | $4 | $2,878-99.8% | $3,845-99.9% | $5,306-99.9% |