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 6-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 16 · EIN 04-2647786 | Consulting | $101,288 |
CHP OPERATING1+ years Service code 16 · EIN 31-1161086 | Consulting | $24,473 |
MERCER1+ years Service code 70 · EIN 13-2834414 | Consulting Fees | $6,657 |
DANA GRAPHICS, INC.1+ years Service code 70 · EIN 31-0989797 | Consulting Fees | $5,487 |
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 | $31,089 | $47,456-34.5% | $172,739-82.0% | $77,787-60.0% |
| Participation rate | 98.9% | 66.3%+32.6pp | 82.6%+16.3pp | 73.2%+25.7pp |
| Annual return | 22.76% | 35.57%-12.8pp | 802.84%-780.1pp | 32.57%-9.8pp |
| Employer contribution / active EE | $1,319 | $1,574-16.2% | $5,143-74.3% | $2,504-47.3% |
| Participant deferral / active EE | $4,044 | $2,560+58.0% | $5,198-22.2% | $3,967+1.9% |
| Admin fee / account holder | $58 | $81-28.0% | $13,954-99.6% | $100-41.8% |