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 | $675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,042 | $42,894+98.3% | $60,874+39.7% | $68,494+24.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.03% | -13.98%+1.0pp | 16.90%-29.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $5,538 | $1,978+180.0% | $2,701+105.0% | $2,596+113.3% |
| Participant deferral / active EE | $6,832 | $2,867+138.3% | $3,817+79.0% | $4,027+69.6% |
| Admin fee / account holder | $35 | $3,101-98.9% | $3,224-98.9% | $5,403-99.3% |