Filed March 19, 1996 (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 INV INST OP CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $95,563 |
GUNDERSON DETTMER5 years Service code 29 · EIN 77-0409988 | Legal | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,777 | $52,208-10.4% | $86,612-46.0% | $74,419-37.1% |
| Participation rate | 93.6% | 66.3%+27.3pp | 71.7%+21.9pp | 70.7%+22.9pp |
| Annual return | 21.41% | 44.46%-23.1pp | 591.07%-569.7pp | 34.38%-13.0pp |
| Employer contribution / active EE | $2,852 | $2,282+25.0% | $3,022-5.6% | $2,637+8.1% |
| Participant deferral / active EE | $5,618 | $3,383+66.1% | $4,438+26.6% | $4,528+24.1% |
| Admin fee / account holder | $65 | $319-79.7% | $5,614-98.8% | $348-81.4% |