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 | $25 |
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 | $54,898 | $39,898+37.6% | $121,196-54.7% | $55,725-1.5% |
| Participation rate | 83.7% | 61.2%+22.4pp | 71.7%+11.9pp | 70.9%+12.8pp |
| Annual return | -4.41% | -0.96%-3.4pp | 16.93%-21.3pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,264 | $1,295-2.4% | $4,022-68.6% | $2,078-39.2% |
| Participant deferral / active EE | $2,162 | $2,439-11.4% | $3,344-35.4% | $3,356-35.6% |
| Admin fee / account holder | $0 | $95-99.9% | $5,019-100.0% | $115-99.9% |