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 CO3+ years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,263 | $56,095-51.4% | $178,490-84.7% | $90,288-69.8% |
| Participation rate | 81.9% | 65.6%+16.3pp | 81.9%-0.1pp | 73.4%+8.5pp |
| Annual return | 28.22% | 28.81%-0.6pp | 151.07%-122.9pp | 53.97%-25.7pp |
| Employer contribution / active EE | $1,660 | $1,572+5.6% | $5,011-66.9% | $2,524-34.2% |
| Participant deferral / active EE | $3,418 | $2,669+28.1% | $5,202-34.3% | $4,232-19.2% |
| Admin fee / account holder | -$1 | $101-100.6% | $13,984-100.0% | $114-100.5% |