Filed December 16, 1992
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 64 · EIN 04-2647786 | Recordkeeping Fees | $7,594 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $3,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $136,549 | $67,512+102.3% | $185,823-26.5% | $93,030+46.8% |
| Participation rate | 24.5% | 67.1%-42.6pp | 81.7%-57.2pp | 73.9%-49.4pp |
| Annual return | 15.60% | 21.04%-5.4pp | 122.05%-106.4pp | 158.70%-143.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,254 | $3,035-25.7% | $5,568-59.5% | $4,562-50.6% |
| Admin fee / account holder | $14 | $318-95.6% | $16,237-99.9% | $152-90.7% |