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 | $66,201 |
Filed as: FIDELITY INV INST OPER CO, INC Service code 60 | Sub-TA Fees | $14 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,422 | $56,095-33.3% | $178,490-79.0% | $90,288-58.6% |
| Participation rate | 99.8% | 65.6%+34.3pp | 81.9%+17.9pp | 73.4%+26.5pp |
| Annual return | 14.41% | 28.81%-14.4pp | 151.07%-136.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $31 | $101-69.0% | $13,984-99.8% | $114-72.6% |