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 | $46,469 |
VEDDER PRICE1 year Filed as: VEDDERPRICE PC Service code 29 · EIN 36-3254526 | Legal | $23,124 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $21,740 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,173 | $134,045-59.6% | $80,019-32.3% | $75,289-28.0% |
| Participation rate | 87.9% | 85.8%+2.2pp | 75.8%+12.1pp | 72.4%+15.5pp |
| Annual return | -9.06% | -0.56%-8.5pp | 11.22%-20.3pp | -0.04%-9.0pp |
| Employer contribution / active EE | $2,621 | $3,492-25.0% | $2,468+6.2% | $2,405+9.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $68 | $124-45.5% | $6,521-99.0% | $102-34.0% |