Filed November 3, 2008 (most recent of 2 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. OPS. CO. Service code 21 · EIN 04-2647786 | Bank Trustee | $46,386 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $17,113 |
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 | $70,311 | $82,279-14.5% | $77,999-9.9% | $63,975+9.9% |
| Participation rate | 88.3% | 84.7%+3.6pp | 75.5%+12.8pp | 71.1%+17.2pp |
| Annual return | 47.33% | 11.20%+36.1pp | 425.96%-378.6pp | 48.65%-1.3pp |
| Employer contribution / active EE | $2,773 | $3,297-15.9% | $2,470+12.3% | $2,182+27.1% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $49 | $81-39.7% | $5,480-99.1% | $70-30.3% |