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 | $0 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
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 | $59,331 | $45,324+30.9% | $122,332-51.5% | $69,631-14.8% |
| Participation rate | 85.2% | 59.9%+25.3pp | 71.6%+13.6pp | 70.7%+14.5pp |
| Annual return | 19.10% | 25.35%-6.2pp | 30.27%-11.2pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,224 | $1,230-0.5% | $4,050-69.8% | $2,032-39.8% |
| Participant deferral / active EE | $2,207 | $2,367-6.8% | $3,287-32.8% | $3,224-31.5% |
| Admin fee / account holder | $0 | $87-100.0% | $5,478-100.0% | $110-100.0% |