Filed March 31, 2009 (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 5-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 INV. INST. OPER. C0,. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $147,004 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,213 |
MERCER3+ years Service code 70 · EIN 13-2834414 | Consulting Fees | $12,295 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $10,825 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 60 | Sub-TA 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 | $43,549 | $67,512-35.5% | $185,823-76.6% | $93,030-53.2% |
| Participation rate | 94.3% | 67.1%+27.2pp | 81.7%+12.6pp | 73.9%+20.4pp |
| Annual return | 13.95% | 21.04%-7.1pp | 122.05%-108.1pp | 158.70%-144.8pp |
| Employer contribution / active EE | $605 | $1,783-66.1% | $5,167-88.3% | $2,706-77.6% |
| Participant deferral / active EE | $856 | $3,035-71.8% | $5,568-84.6% | $4,562-81.2% |
| Admin fee / account holder | $37 | $318-88.3% | $16,237-99.8% | $152-75.4% |