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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $54,000 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 60 | 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 | $111,284 | $122,602-9.2% | $177,821-37.4% | $93,223+19.4% |
| Participation rate | 98.5% | 91.3%+7.2pp | 87.7%+10.8pp | 74.9%+23.6pp |
| Annual return | 16.43% | 22.53%-6.1pp | 48.32%-31.9pp | 19.29%-2.9pp |
| Employer contribution / active EE | $3,637 | $4,338-16.2% | $5,918-38.5% | $2,680+35.7% |
| Participant deferral / active EE | $6,875 | $7,134-3.6% | $7,714-10.9% | $4,563+50.7% |
| Admin fee / account holder | $7 | $62-88.0% | $12,427-99.9% | $79-90.7% |