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 | $2,623 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,781 | $79,124-63.6% | $60,874-52.7% | $64,808-55.6% |
| Participation rate | 83.0% | 77.7%+5.3pp | 73.1%+9.9pp | 71.5%+11.5pp |
| Annual return | -10.33% | -7.13%-3.2pp | 16.90%-27.2pp | 32.82%-43.1pp |
| Employer contribution / active EE | $752 | $3,050-75.4% | $2,701-72.2% | $2,506-70.0% |
| Participant deferral / active EE | $1,231 | $3,725-67.0% | $3,817-67.8% | $4,310-71.4% |
| Admin fee / account holder | $3 | $106-96.8% | $3,224-99.9% | $188-98.2% |