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 | Account maintenance fees; Participant... | $49,123 |
Filed as: FIDELITY INVESTMENTS OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $5,828 |
NATIONAL FINANCIAL SERVICES4+ years Service code 12 · EIN 04-3523567 | Recordkeeping fees; Account maintenan... | $0 |
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 | $46,624 | $45,382+2.7% | $154,107-69.7% | $75,289-38.1% |
| Participation rate | 94.3% | 65.9%+28.4pp | 83.0%+11.3pp | 72.4%+21.9pp |
| Annual return | -3.20% | -0.47%-2.7pp | 735.12%-738.3pp | -0.04%-3.2pp |
| Employer contribution / active EE | $1,770 | $1,533+15.4% | $5,298-66.6% | $2,405-26.4% |
| Participant deferral / active EE | $3,955 | $2,384+65.9% | $5,081-22.2% | $3,739+5.8% |
| Admin fee / account holder | $37 | $89-58.8% | $13,411-99.7% | $102-64.0% |