Filed September 16, 2011 (most recent of 4 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. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,476 | $39,859+152.1% | $78,689+27.7% | $57,658+74.3% |
| Participation rate | 97.7% | 66.1%+31.6pp | 73.6%+24.1pp | 70.2%+27.5pp |
| Annual return | 8.94% | 18.96%-10.0pp | 62.18%-53.2pp | 5.13%+3.8pp |
| Employer contribution / active EE | $7,609 | $1,786+326.1% | $2,851+166.9% | $1,974+285.5% |
| Participant deferral / active EE | $6,228 | $2,248+177.0% | $3,517+77.1% | $3,061+103.5% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |