Filed April 12, 2007 (most recent of 3 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Sub-transfer agen... | $7,618 |
Filed as: FIDELITY INVESTMENTS INST OP Service code 60 · EIN 04-2647786 | Sub-TA Fees | $381 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $49,705 | $47,977+3.6% | $154,107-67.7% | $56,287-11.7% |
| Participation rate | 98.7% | 66.2%+32.5pp | 83.0%+15.7pp | 69.9%+28.9pp |
| Annual return | -3.11% | 3.54%-6.7pp | 735.12%-738.2pp | -9.96%+6.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $34 | $438-92.2% | $13,411-99.7% | $521-93.5% |