Filed February 28, 1996 (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 8-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 49 · EIN 04-1590850 | Other Services | $1,362 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-3155639 | Indirect Investment Fees | $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 | $160,287 | $73,638+117.7% | $95,952+67.0% | $73,488+118.1% |
| Participation rate | 78.8% | 76.2%+2.6pp | 77.1%+1.7pp | 70.7%+8.1pp |
| Annual return | 16.40% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,432 | $1,863-23.1% | $2,541-43.6% | $2,270-36.9% |
| Participant deferral / active EE | $4,843 | $3,617+33.9% | $4,167+16.2% | $3,740+29.5% |
| Admin fee / account holder | $31 | $482-93.5% | $6,795-99.5% | $513-93.9% |