Filed October 17, 2012 (most recent of 4 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 INV INST OPER CO INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 25 · EIN 04-2647786 | Directed Trustee | -$112,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,476 | $98,217+33.9% | $105,722+24.4% | $63,975+105.5% |
| Participation rate | 99.7% | 81.9%+17.8pp | 78.9%+20.8pp | 71.1%+28.6pp |
| Annual return | 10.84% | 20.18%-9.3pp | 12.25%-1.4pp | 48.65%-37.8pp |
| Employer contribution / active EE | $8,883 | $4,802+85.0% | $4,079+117.8% | $2,182+307.1% |
| Participant deferral / active EE | $8,601 | $6,019+42.9% | $5,326+61.5% | $3,356+156.2% |
| Admin fee / account holder | $13 | $70-81.3% | $8,308-99.8% | $70-81.5% |