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 | $2,996 |
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 | $86,990 | $46,100+88.7% | $86,590+0.5% | $69,631+24.9% |
| Participation rate | 86.9% | 67.2%+19.7pp | 73.5%+13.3pp | 70.7%+16.2pp |
| Annual return | 19.32% | 21.02%-1.7pp | 964.84%-945.5pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $5,416 | $1,850+192.8% | $2,839+90.8% | $2,032+166.5% |
| Participant deferral / active EE | $5,056 | $2,432+107.9% | $3,609+40.1% | $3,224+56.8% |
| Admin fee / account holder | $8 | $94-91.4% | $4,906-99.8% | $110-92.7% |