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 CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $125,746 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $319,896 | $94,621+238.1% | $138,135+131.6% | $73,409+335.8% |
| Participation rate | 96.8% | 83.4%+13.4pp | 78.7%+18.1pp | 72.2%+24.6pp |
| Annual return | 13.72% | 16.57%-2.9pp | 20.51%-6.8pp | 59.29%-45.6pp |
| Employer contribution / active EE | $19,704 | $4,410+346.8% | $5,587+252.7% | $2,234+782.2% |
| Participant deferral / active EE | $10,713 | $6,199+72.8% | $6,431+66.6% | $3,805+181.5% |
| Admin fee / account holder | $334 | $140+138.5% | $11,856-97.2% | $158+111.8% |