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 CO3 years Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $110,538 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $146,045-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 12.5%-12.5pp | 13.5%-13.5pp |
| Annual return | 25.00% | 9.29%+15.7pp | 9.55%+15.4pp | 9.29%+15.7pp |
| Employer contribution / active EE | $2,151 | $15,168-85.8% | $39,797-94.6% | $15,168-85.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $130-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |