Filed September 1, 1998 (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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$40,251 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,932 | $66,750+243.0% | $105,722+116.5% | $57,658+297.0% |
| Participation rate | 99.0% | 79.2%+19.9pp | 78.9%+20.1pp | 70.2%+28.8pp |
| Annual return | 12.89% | 10.99%+1.9pp | 12.25%+0.6pp | 5.13%+7.8pp |
| Employer contribution / active EE | $15,418 | $3,766+309.3% | $4,079+278.0% | $1,974+681.2% |
| Participant deferral / active EE | $8,814 | $4,933+78.7% | $5,326+65.5% | $3,061+188.0% |
| Admin fee / account holder | $19 | $88-78.8% | $8,308-99.8% | $95-80.3% |