Filed June 27, 2014 (most recent of 5 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 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 |
|---|---|---|
JACKSON LEWIS P.C.1+ years Service code 29 · EIN 46-3862389 | Legal | $23,473 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,022 | $75,760+1.7% | $123,104-37.4% | $59,188+30.1% |
| Participation rate | 97.7% | 86.0%+11.7pp | 86.8%+11.0pp | 69.4%+28.3pp |
| Annual return | 0.66% | 2.93%-2.3pp | 13.22%-12.6pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,636 | $3,415-22.8% | $5,151-48.8% | $2,098+25.6% |
| Participant deferral / active EE | $5,289 | $5,000+5.8% | $6,230-15.1% | $3,265+62.0% |
| Admin fee / account holder | $4 | $61-93.3% | $9,015-100.0% | $92-95.6% |