Filed July 18, 2006 (most recent of 2 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 |
|---|---|---|
NOBLIS, INC.1 year Service code 16 · EIN 54-1781521 | Consulting | $5,376 |
Filed as: FIDELITY INV INST OPERATIONS 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 | $69,464 | $46,100+50.7% | $86,590-19.8% | $69,631-0.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 16.36% | 21.02%-4.7pp | 964.84%-948.5pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $3,645 | $1,850+97.0% | $2,839+28.4% | $2,032+79.4% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $4 | $94-96.0% | $4,906-99.9% | $110-96.6% |