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 | $9,355 |
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 | $145,010 | $98,982+46.5% | $162,163-10.6% | $65,185+122.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 21.99% | 24.84%-2.8pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $15,835 | $3,467+356.8% | $5,614+182.1% | $2,177+627.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $43 | $596-92.8% | $10,843-99.6% | $847-94.9% |