Filed October 18, 2004
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 INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $1,075 |
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 | $46,300 | $55,002-15.8% | $59,878-22.7% | $56,287-17.7% |
| Participation rate | 92.2% | 75.9%+16.3pp | 74.7%+17.5pp | 69.9%+22.4pp |
| Annual return | 40.13% | 1.13%+39.0pp | 3.46%+36.7pp | -9.96%+50.1pp |
| Employer contribution / active EE | $1,169 | $2,448-52.3% | $2,722-57.1% | $2,111-44.6% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $236-99.1% | $3,590-99.9% | $521-99.6% |