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 CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,373 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $241,051 | $64,457+274.0% | $111,392+116.4% | $55,725+332.6% |
| Participation rate | 97.3% | 79.7%+17.6pp | 78.9%+18.5pp | 70.9%+26.5pp |
| Annual return | -8.73% | -19.97%+11.2pp | -2.06%-6.7pp | 244.93%-253.7pp |
| Employer contribution / active EE | $19,152 | $3,956+384.1% | $4,328+342.5% | $2,078+821.6% |
| Participant deferral / active EE | $10,061 | $5,219+92.8% | $5,567+80.7% | $3,356+199.8% |
| Admin fee / account holder | $25 | $112-77.4% | $12,266-99.8% | $115-78.0% |