Filed August 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 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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $20,653 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,686 | $75,388-40.7% | $123,544-63.8% | $55,725-19.8% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.3%+17.1pp | 70.9%+28.6pp |
| Annual return | -6.83% | 4.48%-11.3pp | 119.20%-126.0pp | 244.93%-251.8pp |
| Employer contribution / active EE | $3,510 | $3,063+14.6% | $4,628-24.2% | $2,078+68.9% |
| Participant deferral / active EE | $5,498 | $5,651-2.7% | $6,426-14.4% | $3,356+63.9% |
| Admin fee / account holder | $94 | $120-21.8% | $9,284-99.0% | $115-18.7% |