Filed January 26, 2012 (most recent of 3 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 OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,125 |
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 | $117,388 | $67,166+74.8% | $57,343+104.7% | $55,191+112.7% |
| Participation rate | 73.3% | 77.7%-4.4pp | 75.1%-1.8pp | 69.2%+4.1pp |
| Annual return | 2.15% | 4.22%-2.1pp | 24.39%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,532 | $2,812-10.0% | $2,689-5.8% | $1,899+33.3% |
| Participant deferral / active EE | $5,363 | $2,835+89.2% | $3,162+69.6% | $3,046+76.0% |
| Admin fee / account holder | $4 | $44-91.8% | $3,356-99.9% | $91-96.1% |