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 | $35,288 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $19,961 |
VEDDER PRICE2 years Filed as: VEDDERPRICE PC Service code 29 · EIN 36-3254526 | Legal | $11,359 |
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 | $64,056 | $96,403-33.6% | $93,606-31.6% | $77,787-17.7% |
| Participation rate | 86.9% | 87.6%-0.8pp | 75.8%+11.0pp | 73.2%+13.6pp |
| Annual return | 29.81% | 39.36%-9.6pp | 32.76%-3.0pp | 32.57%-2.8pp |
| Employer contribution / active EE | $2,578 | $3,616-28.7% | $2,718-5.1% | $2,504+3.0% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $48 | $90-46.6% | $7,888-99.4% | $100-52.2% |