Filed December 17, 2012 (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 INVST. INSTL OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $4,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,988 | $67,166+25.0% | $57,343+46.5% | $55,191+52.2% |
| Participation rate | 93.9% | 77.7%+16.2pp | 75.1%+18.8pp | 69.2%+24.7pp |
| Annual return | 0.68% | 4.22%-3.5pp | 24.39%-23.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $48 | $2,812-98.3% | $2,689-98.2% | $1,899-97.5% |
| Participant deferral / active EE | $17 | $2,835-99.4% | $3,162-99.5% | $3,046-99.4% |
| Admin fee / account holder | $22 | $44-50.4% | $3,356-99.4% | $91-76.2% |