Filed January 6, 2009 (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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $24,640 |
CLARK NUBER3+ years Service code 10 · EIN 91-1194016 | Accounting | $12,078 |
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 | $66,704 | $155,795-57.2% | $136,294-51.1% | $69,631-4.2% |
| Participation rate | 96.2% | 75.2%+20.9pp | 81.9%+14.2pp | 70.7%+25.5pp |
| Annual return | 21.32% | 232464.33%-232443.0pp | 5155.94%-5134.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7,638 | $5,394+41.6% | $6,247+22.3% | $3,224+136.9% |
| Admin fee / account holder | $51 | $128-60.1% | $9,243-99.4% | $110-53.7% |