Filed January 1, 2012
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 15 · EIN 35-0145825 | Recordkeeping | $26,682 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $288 |
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 | $31,291 | $57,976-46.0% | $62,995-50.3% | $62,292-49.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.21% | 17.54%-3.3pp | 87.57%-73.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $3,569 | $2,415+47.8% | $2,759+29.3% | $2,042+74.7% |
| Participant deferral / active EE | $3,932 | $2,956+33.0% | $3,329+18.1% | $3,169+24.1% |
| Admin fee / account holder | $3 | $276-98.8% | $3,600-99.9% | $479-99.3% |