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 CO6+ years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,130 | $50,127-31.9% | $149,673-77.2% | $80,160-57.4% |
| Participation rate | 90.3% | 64.3%+26.0pp | 78.8%+11.5pp | 72.9%+17.4pp |
| Annual return | 20.57% | 29.82%-9.2pp | 134.42%-113.8pp | 40.38%-19.8pp |
| Employer contribution / active EE | $1,652 | $1,865-11.4% | $4,818-65.7% | $2,978-44.5% |
| Participant deferral / active EE | $3,821 | $3,194+19.6% | $5,680-32.7% | $5,017-23.8% |
| Admin fee / account holder | -$2 | $153-101.3% | $13,210-100.0% | $145-101.4% |