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 | -$178,911 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,630 | $102,255+32.6% | $118,746+14.2% | $77,958+74.0% |
| Participation rate | 99.9% | 84.8%+15.1pp | 78.3%+21.6pp | 71.6%+28.3pp |
| Annual return | 16.99% | 65.05%-48.1pp | 24.54%-7.6pp | 20.87%-3.9pp |
| Employer contribution / active EE | $8,028 | $4,931+62.8% | $4,193+91.5% | $2,310+247.4% |
| Participant deferral / active EE | $7,805 | $5,974+30.6% | $5,332+46.4% | $3,537+120.7% |
| Admin fee / account holder | $12 | $79-84.3% | $10,720-99.9% | $97-87.3% |