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 | $46,407 |
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 | $80,706 | $105,581-23.6% | $70,449+14.6% | $90,288-10.6% |
| Participation rate | 75.5% | 77.5%-2.0pp | 75.1%+0.5pp | 73.4%+2.2pp |
| Annual return | 6.68% | 14.78%-8.1pp | 109.03%-102.3pp | 53.97%-47.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,958 | $3,813+3.8% | $3,709+6.7% | $4,232-6.5% |
| Admin fee / account holder | $0 | $68-99.3% | $3,845-100.0% | $114-99.6% |