Filed September 11, 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 8-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 CO3+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $5,247 |
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 | $51,272 | $52,953-3.2% | $172,739-70.3% | $65,185-21.3% |
| Participation rate | 76.2% | 66.2%+10.0pp | 82.6%-6.5pp | 70.2%+6.0pp |
| Annual return | 20.56% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $440 | $2,190-79.9% | $5,143-91.4% | $2,177-79.8% |
| Participant deferral / active EE | $2,740 | $2,471+10.9% | $5,198-47.3% | $3,514-22.0% |
| Admin fee / account holder | $24 | $472-95.0% | $13,954-99.8% | $847-97.2% |