Filed March 27, 2008 (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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $780,011 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $2,020 |
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $240 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $47,500 | $43,110+10.2% | $156,549-69.7% | $65,292-27.2% |
| Participation rate | 100.0% | 69.3%+30.7pp | 84.0%+16.0pp | 72.4%+27.6pp |
| Annual return | 7.45% | 11.24%-3.8pp | 32.23%-24.8pp | 11.84%-4.4pp |
| Employer contribution / active EE | $2,893 | $1,702+70.0% | $5,501-47.4% | $2,302+25.7% |
| Participant deferral / active EE | $3,528 | $2,520+40.0% | $4,871-27.6% | $3,579-1.4% |
| Admin fee / account holder | $63 | $47+33.7% | $13,027-99.5% | $57+10.1% |