Filed January 11, 2006 (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 7-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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,138 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,160 | $80,211+53.5% | $74,183+66.0% | $63,975+92.5% |
| Participation rate | 84.8% | 84.2%+0.6pp | 76.6%+8.2pp | 71.1%+13.7pp |
| Annual return | 6.97% | 14.13%-7.2pp | 17.74%-10.8pp | 48.65%-41.7pp |
| Employer contribution / active EE | $4,118 | $2,553+61.3% | $2,370+73.7% | $2,182+88.7% |
| Participant deferral / active EE | $7,772 | $4,370+77.9% | $3,550+119.0% | $3,356+131.6% |
| Admin fee / account holder | $7 | $67-90.2% | $5,586-99.9% | $70-90.6% |