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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $158,100 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 18 · EIN 74-1625348 | Legal; Investment management fees pai... | $1,591 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $220 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $25,518 | $47,456-46.2% | $172,739-85.2% | $77,787-67.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 24.15% | 35.57%-11.4pp | 802.84%-778.7pp | 32.57%-8.4pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $50 | $81-38.1% | $13,954-99.6% | $100-50.0% |