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 CO7+ 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 | $41,678 | $53,136-21.6% | $155,509-73.2% | $199,593-79.1% |
| Participation rate | 90.5% | 64.1%+26.4pp | 78.2%+12.3pp | 72.0%+18.6pp |
| Annual return | 16.90% | 41.15%-24.2pp | 64.67%-47.8pp | 34.25%-17.4pp |
| Employer contribution / active EE | $2,060 | $1,851+11.3% | $4,672-55.9% | $3,034-32.1% |
| Participant deferral / active EE | $4,038 | $3,161+27.8% | $5,626-28.2% | $5,087-20.6% |
| Admin fee / account holder | -$2 | $185-100.9% | $15,912-100.0% | $269-100.6% |