Filed February 11, 2011
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 Service code 28 · EIN 04-2882358 | Investment Management | $53,917 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,628 | $99,985+68.7% | $146,665+15.0% | $85,850+96.4% |
| Participation rate | 99.0% | 73.1%+25.9pp | 80.1%+18.9pp | 69.3%+29.7pp |
| Annual return | 8.40% | 18.93%-10.5pp | 22.74%-14.3pp | 318.53%-310.1pp |
| Employer contribution / active EE | $13,265 | $2,559+418.5% | $4,136+220.7% | $2,565+417.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $264 | $7,702-96.6% | $10,280-97.4% | $6,260-95.8% |