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 | $38,000 |
Filed as: FIDELITY INV INSTL OPERATIONS CO Service code 50 · EIN 04-2647786 | Direct Payment | $24,677 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 15 | Recordkeeping | $97 |
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 | $85,884 | $97,136-11.6% | $59,878+43.4% | $73,367+17.1% |
| Participation rate | 73.8% | 65.8%+8.0pp | 74.7%-0.9pp | 69.5%+4.3pp |
| Annual return | -1.84% | -2.56%+0.7pp | 3.46%-5.3pp | 173.45%-175.3pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,722-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2,925 | $4,036-27.5% | $3,402-14.0% | $4,033-27.5% |
| Admin fee / account holder | $10 | $31-67.0% | $3,590-99.7% | $68-85.2% |