Filed March 29, 2013
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. OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $82 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,101 | $37,134+32.2% | $100,671-51.2% | $52,331-6.2% |
| Participation rate | 84.3% | 57.7%+26.7pp | 70.7%+13.6pp | 68.1%+16.2pp |
| Annual return | 1.47% | 0.10%+1.4pp | 20.43%-19.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,697 | $1,187+43.0% | $4,012-57.7% | $1,882-9.8% |
| Participant deferral / active EE | $2,804 | $2,163+29.6% | $3,144-10.8% | $3,022-7.2% |
| Admin fee / account holder | $0 | $467-99.9% | $4,850-100.0% | $592-99.9% |