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 | $46,005 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $29,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,563 | $136,266-60.7% | $90,749-41.0% | $77,904-31.2% |
| Participation rate | 84.9% | 86.6%-1.8pp | 75.7%+9.2pp | 73.7%+11.2pp |
| Annual return | -14.59% | -11.32%-3.3pp | -12.16%-2.4pp | 12.21%-26.8pp |
| Employer contribution / active EE | $3,294 | $4,215-21.8% | $2,921+12.8% | $2,848+15.7% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,564-100.0% | $4,806-100.0% |
| Admin fee / account holder | $49 | $399-87.7% | $8,445-99.4% | $133-62.9% |