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 | $1,974 |
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 | $117,702 | $46,100+155.3% | $86,590+35.9% | $69,631+69.0% |
| Participation rate | 96.6% | 67.2%+29.5pp | 73.5%+23.1pp | 70.7%+26.0pp |
| Annual return | 16.57% | 21.02%-4.5pp | 964.84%-948.3pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $8,402 | $1,850+354.2% | $2,839+195.9% | $2,032+313.4% |
| Participant deferral / active EE | $6,747 | $2,432+177.5% | $3,609+87.0% | $3,224+109.3% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |