Filed January 23, 2004 (most recent of 2 filings on file)
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 INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $148,550 |
Filed as: FIDELITY INVEST INVST. OP. CO.,INC. Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant 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 | $56,575 | $112,772-49.8% | $57,343-1.3% | $59,188-4.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.12% | 0.85%+0.3pp | 24.39%-23.3pp | 5.51%-4.4pp |
| Employer contribution / active EE | $5,943 | $3,400+74.8% | $2,689+121.0% | $2,098+183.3% |
| Participant deferral / active EE | $1,309 | $3,010-56.5% | $3,162-58.6% | $3,265-59.9% |
| Admin fee / account holder | $0 | $144-100.0% | $3,356-100.0% | $92-100.0% |