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 CO5+ years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,741 | $45,000-38.4% | $143,757-80.7% | $77,904-64.4% |
| Participation rate | 90.9% | 66.8%+24.1pp | 80.3%+10.6pp | 73.7%+17.2pp |
| Annual return | -17.96% | 29.03%-47.0pp | -0.04%-17.9pp | 12.21%-30.2pp |
| Employer contribution / active EE | $1,569 | $1,870-16.1% | $4,951-68.3% | $2,848-44.9% |
| Participant deferral / active EE | $3,680 | $3,157+16.6% | $5,637-34.7% | $4,806-23.4% |
| Admin fee / account holder | $2 | $98-97.8% | $14,673-100.0% | $133-98.4% |