Filed December 3, 2013 (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 INVEST INSTIT OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,892 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,824 |
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 | $53,091 | $62,928-15.6% | $172,739-69.3% | $67,579-21.4% |
| Participation rate | 89.3% | 64.5%+24.9pp | 82.6%+6.7pp | 71.3%+18.1pp |
| Annual return | 24.78% | 30.36%-5.6pp | 802.84%-778.1pp | 378.56%-353.8pp |
| Employer contribution / active EE | $2,216 | $1,636+35.5% | $5,143-56.9% | $2,148+3.2% |
| Participant deferral / active EE | $3,671 | $2,145+71.1% | $5,198-29.4% | $3,539+3.7% |
| Admin fee / account holder | $15 | $167-90.8% | $13,954-99.9% | $142-89.2% |