Filed January 14, 1998
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 7-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 CO1+ years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,612 | $37,196-68.8% | $154,107-92.5% | $55,725-79.2% |
| Participation rate | 87.9% | 64.1%+23.8pp | 83.0%+4.8pp | 70.9%+17.0pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.12%-735.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,693 | $1,614+4.9% | $5,298-68.0% | $2,078-18.5% |
| Participant deferral / active EE | $3,035 | $2,068+46.7% | $5,081-40.3% | $3,356-9.6% |
| Admin fee / account holder | -$1 | $102-101.1% | $13,411-100.0% | $115-101.0% |