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 | $700 |
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 | $94,840 | $53,822+76.2% | $75,696+25.3% | $85,850+10.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 27.69% | 24.54%+3.1pp | 104.53%-76.8pp | 318.53%-290.8pp |
| Employer contribution / active EE | $4,647 | $2,017+130.4% | $2,743+69.4% | $2,565+81.1% |
| Participant deferral / active EE | $5,777 | $2,895+99.6% | $3,821+51.2% | $3,952+46.2% |
| Admin fee / account holder | $4 | $3,343-99.9% | $3,619-99.9% | $6,260-99.9% |