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 | $3,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,712 | $65,322-30.0% | $70,449-35.1% | $73,488-37.8% |
| Participation rate | 74.8% | 77.0%-2.2pp | 75.1%-0.3pp | 70.7%+4.1pp |
| Annual return | 11.70% | 15.71%-4.0pp | 109.03%-97.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $674 | $2,460-72.6% | $2,737-75.4% | $2,270-70.3% |
| Participant deferral / active EE | $1,422 | $3,375-57.9% | $3,709-61.7% | $3,740-62.0% |
| Admin fee / account holder | $5 | $214-97.5% | $3,845-99.9% | $513-99.0% |