Filed November 30, 2018 (most recent of 5 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 MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-6568107 | Recordkeeping | $5,645 |
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 | $79,900 | $39,859+100.5% | $78,689+1.5% | $57,658+38.6% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 9.39% | 18.96%-9.6pp | 62.18%-52.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $5,806 | $1,786+225.1% | $2,851+103.7% | $1,974+194.2% |
| Participant deferral / active EE | $5,088 | $2,248+126.3% | $3,517+44.7% | $3,061+66.3% |
| Admin fee / account holder | $10 | $76-87.2% | $4,510-99.8% | $95-89.7% |