Filed April 12, 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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $6,864 |
Filed as: FIDELITY INVESTMENTS OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
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 | $150,118 | $68,408+119.4% | $57,179+162.5% | $57,658+160.4% |
| Participation rate | 87.7% | 79.1%+8.6pp | 75.3%+12.4pp | 70.2%+17.5pp |
| Annual return | 8.47% | 8.51%0pp | 14.59%-6.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,762 | $2,869-38.6% | $2,682-34.3% | $1,974-10.7% |
| Participant deferral / active EE | $5,677 | $2,903+95.5% | $3,096+83.4% | $3,061+85.5% |
| Admin fee / account holder | $17 | $70-75.2% | $3,139-99.4% | $95-81.7% |