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 | $13,201 |
Filed as: FIDELITY INVESTMENTS Service code 59 · EIN 06-1194217 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,375 | $37,117-58.6% | $147,614-89.6% | $55,191-72.1% |
| Participation rate | 26.2% | 63.6%-37.4pp | 84.6%-58.4pp | 69.2%-42.9pp |
| Annual return | -0.77% | 3.44%-4.2pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $742 | $1,985-62.6% | $4,895-84.8% | $3,046-75.6% |
| Admin fee / account holder | $54 | $86-37.0% | $11,611-99.5% | $91-40.6% |