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 | $9,432 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,821 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTEMENTS Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: J P MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,964 | $52,293+10.8% | $178,490-67.5% | $73,409-21.0% |
| Participation rate | 86.4% | 65.3%+21.1pp | 81.9%+4.5pp | 72.2%+14.3pp |
| Annual return | 19.59% | 34.75%-15.2pp | 151.07%-131.5pp | 59.29%-39.7pp |
| Employer contribution / active EE | $2,547 | $1,735+46.7% | $5,011-49.2% | $2,234+14.0% |
| Participant deferral / active EE | $3,937 | $2,332+68.8% | $5,202-24.3% | $3,805+3.5% |
| Admin fee / account holder | $12 | $127-90.4% | $13,984-99.9% | $158-92.3% |