Filed September 21, 2012
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 |
|---|---|---|
FISHER INVESTMENTS1 year Service code 72 · EIN 20-2480800 | Other investment fees and expenses | $10,357 |
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 | $127,886 | $57,606+122.0% | $67,313+90.0% | $75,289+69.9% |
| Participation rate | 96.4% | 68.2%+28.1pp | 69.1%+27.3pp | 72.4%+23.9pp |
| Annual return | -5.03% | -0.47%-4.6pp | -4.08%-0.9pp | -0.04%-5.0pp |
| Employer contribution / active EE | $4,057 | $2,206+83.9% | $2,566+58.1% | $2,405+68.7% |
| Participant deferral / active EE | $6,574 | $3,195+105.8% | $3,568+84.2% | $3,739+75.8% |
| Admin fee / account holder | $114 | $83+37.9% | $4,507-97.5% | $102+11.5% |