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 | $54,949 |
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 | $69,713 | $105,190-33.7% | $98,907-29.5% | $90,288-22.8% |
| Participation rate | 87.6% | 86.4%+1.3pp | 76.0%+11.6pp | 73.4%+14.3pp |
| Annual return | 13.27% | 18.52%-5.3pp | 196.43%-183.2pp | 53.97%-40.7pp |
| Employer contribution / active EE | $3,259 | $3,831-14.9% | $2,689+21.2% | $2,524+29.1% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,244-100.0% | $4,232-100.0% |
| Admin fee / account holder | $39 | $97-60.2% | $6,642-99.4% | $114-66.1% |