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 CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,934 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,353 | $72,448+270.4% | $118,746+126.0% | $69,631+285.4% |
| Participation rate | 97.7% | 79.7%+18.0pp | 78.3%+19.4pp | 70.7%+27.0pp |
| Annual return | 17.12% | 19.06%-1.9pp | 24.54%-7.4pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $21,173 | $3,771+461.5% | $4,193+405.0% | $2,032+941.9% |
| Participant deferral / active EE | $11,752 | $4,943+137.8% | $5,332+120.4% | $3,224+264.6% |
| Admin fee / account holder | $63 | $99-35.9% | $10,720-99.4% | $110-42.6% |