Filed July 24, 2008
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 |
|---|---|---|
Service code 21 · EIN 16-0373410 | Bank Trustee | $0 |
Filed as: FIDELITY INVESTMENTS Service code 59 · EIN 06-1194217 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,281 | $37,117-72.3% | $147,614-93.0% | $55,191-81.4% |
| Participation rate | 78.2% | 63.6%+14.6pp | 84.6%-6.4pp | 69.2%+9.1pp |
| Annual return | -1.52% | 3.44%-5.0pp | 61.98%-63.5pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,082 | $1,620-33.3% | $5,564-80.6% | $1,899-43.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |