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 CO2+ years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $18,564 | $47,456-60.9% | $172,739-89.3% | $77,787-76.1% |
| Participation rate | 89.3% | 66.3%+23.0pp | 82.6%+6.6pp | 73.2%+16.1pp |
| Annual return | 43.09% | 35.57%+7.5pp | 802.84%-759.8pp | 32.57%+10.5pp |
| Employer contribution / active EE | $1,626 | $1,574+3.3% | $5,143-68.4% | $2,504-35.1% |
| Participant deferral / active EE | $3,207 | $2,560+25.3% | $5,198-38.3% | $3,967-19.2% |
| Admin fee / account holder | -$1 | $81-101.8% | $13,954-100.0% | $100-101.4% |