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 64 · EIN 04-2647786 | Recordkeeping Fees | $58 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,108 | $41,281+21.4% | $109,313-54.2% | $57,658-13.1% |
| Participation rate | 81.8% | 59.3%+22.4pp | 71.3%+10.5pp | 70.2%+11.6pp |
| Annual return | 6.05% | 8.97%-2.9pp | 22.07%-16.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $1,569 | $1,201+30.6% | $3,892-59.7% | $1,974-20.5% |
| Participant deferral / active EE | $2,838 | $2,223+27.6% | $3,166-10.4% | $3,061-7.3% |
| Admin fee / account holder | $0 | $75-99.7% | $5,666-100.0% | $95-99.8% |