Filed July 21, 2014
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 INVEST INSTITUTIONAL OPPS Service code 37 · EIN 04-2647786 | Loan Processing | $55,766 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $13,500 |
Filed as: FIDELITY INVST INSTITUTIONAL OPER Service code 60 | Sub-TA Fees | $0 |
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 | $132,932 | $85,199+56.0% | $57,179+132.5% | $63,975+107.8% |
| Participation rate | 70.5% | 74.0%-3.6pp | 75.3%-4.9pp | 71.1%-0.7pp |
| Annual return | 7.07% | 10.43%-3.4pp | 14.59%-7.5pp | 48.65%-41.6pp |
| Employer contribution / active EE | $5,578 | $3,446+61.9% | $2,682+108.0% | $2,182+155.7% |
| Participant deferral / active EE | $4,879 | $3,109+56.9% | $3,096+57.6% | $3,356+45.4% |
| Admin fee / account holder | $38 | $39-1.7% | $3,139-98.8% | $70-46.1% |