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 CO7 years Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $58,557 |
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.
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 | $6,300-100.0% | $319,563-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 41.2%-41.2pp | 11.0%-11.0pp |
| Annual return | 1.71% | 6.59%-4.9pp | 7.21%-5.5pp | 8.23%-6.5pp |
| Employer contribution / active EE | $30,790 | $9,691+217.7% | $33,209-7.3% | $13,859+122.2% |
| Participant deferral / active EE | $0 | $0 | $48-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $196-100.0% | $1,652-100.0% |