Filed August 17, 2005 (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 |
|---|---|---|
Filed as: FIDELITY PERSONAL TRUST CO., FSB Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $11,183 |
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 | $121,598 | $89,739+35.5% | $149,718-18.8% | $62,292+95.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.57% | 21.01%-4.4pp | 1501.63%-1485.1pp | 28.90%-12.3pp |
| Employer contribution / active EE | $19,699 | $3,233+509.3% | $5,445+261.8% | $2,042+864.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $45 | $551-91.8% | $11,283-99.6% | $479-90.6% |