Filed July 29, 2019 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770086 | Recordkeeping Fees | $39,474 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,251 | $85,199-15.2% | $57,179+26.4% | $63,975+12.9% |
| Participation rate | 72.8% | 74.0%-1.3pp | 75.3%-2.6pp | 71.1%+1.6pp |
| Annual return | 1.45% | 10.43%-9.0pp | 14.59%-13.1pp | 48.65%-47.2pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,786 | $3,109+21.8% | $3,096+22.3% | $3,356+12.8% |
| Admin fee / account holder | $12 | $39-68.8% | $3,139-99.6% | $70-82.9% |