Filed November 26, 2007 (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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,211 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $25,281 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 15 | Recordkeeping | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,253 | $97,136-35.9% | $59,878+4.0% | $73,367-15.1% |
| Participation rate | 85.2% | 65.8%+19.4pp | 74.7%+10.5pp | 69.5%+15.7pp |
| Annual return | -3.63% | -2.56%-1.1pp | 3.46%-7.1pp | 173.45%-177.1pp |
| Employer contribution / active EE | $2,415 | $4,492-46.2% | $2,722-11.3% | $2,499-3.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $3,402-100.0% | $4,033-100.0% |
| Admin fee / account holder | $7 | $31-76.6% | $3,590-99.8% | $68-89.5% |