Filed August 27, 2008
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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $65,094 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,191 | $109,359-23.9% | $162,163-48.7% | $72,985+14.0% |
| Participation rate | 94.8% | 84.3%+10.6pp | 87.6%+7.3pp | 69.5%+25.4pp |
| Annual return | 19.59% | 25.46%-5.9pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,116 | $3,907-71.5% | $5,614-80.1% | $2,440-54.3% |
| Participant deferral / active EE | $7,983 | $5,481+45.7% | $7,298+9.4% | $3,607+121.3% |
| Admin fee / account holder | $542 | $7,972-93.2% | $10,843-95.0% | $5,124-89.4% |