Filed August 4, 2005
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 INST. INV. OPER. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $51,500 |
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 | $153,325 | $87,173+75.9% | $59,878+156.1% | $75,289+103.6% |
| Participation rate | 99.7% | 74.5%+25.3pp | 74.7%+25.0pp | 72.4%+27.3pp |
| Annual return | -2.81% | -2.14%-0.7pp | 3.46%-6.3pp | -0.04%-2.8pp |
| Employer contribution / active EE | $5,602 | $3,473+61.3% | $2,722+105.8% | $2,405+132.9% |
| Participant deferral / active EE | $4,812 | $3,379+42.4% | $3,402+41.5% | $3,739+28.7% |
| Admin fee / account holder | $25 | $75-65.9% | $3,590-99.3% | $102-75.1% |