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 | $24,197 |
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 | $78,549 | $204,517-61.6% | $69,455+13.1% | $77,787+1.0% |
| Participation rate | 75.3% | 74.6%+0.7pp | 74.6%+0.7pp | 73.2%+2.1pp |
| Annual return | 7.38% | 22.10%-14.7pp | 28.97%-21.6pp | 32.57%-25.2pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,884 | $3,478+11.7% | $3,535+9.9% | $3,967-2.1% |
| Admin fee / account holder | $0 | $101-99.6% | $3,839-100.0% | $100-99.5% |