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 | $1,892 |
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 | $111,965 | $43,999+154.5% | $79,464+40.9% | $55,725+100.9% |
| Participation rate | 97.7% | 66.9%+30.8pp | 73.3%+24.4pp | 70.9%+26.9pp |
| Annual return | -2.96% | 1.81%-4.8pp | 718.14%-721.1pp | 244.93%-247.9pp |
| Employer contribution / active EE | $8,789 | $1,830+380.4% | $2,800+213.8% | $2,078+322.9% |
| Participant deferral / active EE | $7,229 | $2,538+184.8% | $3,704+95.2% | $3,356+115.4% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |