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 | $102,843 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $26,631 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $11,537 |
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 | $53,782 | $65,908-18.4% | $81,812-34.3% | $77,643-30.7% |
| Participation rate | 92.2% | 65.8%+26.4pp | 72.3%+19.9pp | 70.6%+21.6pp |
| Annual return | 15.63% | 26.64%-11.0pp | 773.79%-758.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $2,438 | $2,370+2.9% | $2,912-16.3% | $2,726-10.6% |
| Participant deferral / active EE | $5,365 | $3,505+53.1% | $4,319+24.2% | $4,647+15.5% |
| Admin fee / account holder | $102 | $526-80.7% | $7,386-98.6% | $430-76.3% |