Filed March 22, 2011 (most recent of 2 filings on file)
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 10-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 CO1 year Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $41,765 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $37,197-100.0% | $298,592-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 44.5%-44.5pp | 4.7%-4.7pp |
| Annual return | -7.35% | -0.69%-6.7pp | -0.25%-7.1pp | -0.69%-6.7pp |
| Employer contribution / active EE | $7,110 | $16,786-57.6% | $39,776-82.1% | $16,786-57.6% |
| Participant deferral / active EE | $0 | $525-100.0% | $0-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $18,607-100.0% | $124-100.0% |