Filed September 11, 2012
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 7-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 OPER COMP, INC. Service code 16 · EIN 04-2647786 | Consulting | $20,431 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $5,237 |
FID INV INST OPS CO2+ years 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 | $65,459 | $47,456+37.9% | $172,739-62.1% | $77,787-15.8% |
| Participation rate | 94.6% | 66.3%+28.4pp | 82.6%+12.0pp | 73.2%+21.4pp |
| Annual return | 18.69% | 35.57%-16.9pp | 802.84%-784.1pp | 32.57%-13.9pp |
| Employer contribution / active EE | $1,212 | $1,574-23.0% | $5,143-76.4% | $2,504-51.6% |
| Participant deferral / active EE | $3,436 | $2,560+34.2% | $5,198-33.9% | $3,967-13.4% |
| Admin fee / account holder | $15 | $81-81.9% | $13,954-99.9% | $100-85.4% |