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 | $846,877 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $95,456 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $1,820 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $51,247 | $53,684-4.5% | $170,442-69.9% | $80,976-36.7% |
| Participation rate | 96.5% | 69.2%+27.3pp | 83.6%+12.9pp | 68.3%+28.3pp |
| Annual return | 17.25% | 25.97%-8.7pp | 205.93%-188.7pp | 22.91%-5.7pp |
| Employer contribution / active EE | $2,693 | $1,642+64.0% | $5,433-50.4% | $2,402+12.1% |
| Participant deferral / active EE | $3,311 | $3,017+9.8% | $4,939-33.0% | $3,848-14.0% |
| Admin fee / account holder | $61 | $46+32.7% | $13,880-99.6% | $67-8.8% |