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 | $600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,323 | $48,230+89.3% | $67,502+35.3% | $80,856+12.9% |
| Participation rate | 84.1% | 66.4%+17.7pp | 72.9%+11.2pp | 67.6%+16.5pp |
| Annual return | 14.80% | 18.28%-3.5pp | 3512.12%-3497.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,804 | $2,020+187.4% | $2,731+112.5% | $2,755+110.7% |
| Participant deferral / active EE | $4,252 | $2,924+45.4% | $4,000+6.3% | $4,296-1.0% |
| Admin fee / account holder | $108 | $3,681-97.1% | $3,998-97.3% | $6,918-98.4% |