Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INST ASSET MGMT TRUST COMPANY Service code 28 · EIN 20-1733361 | Investment Management | $172,274 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723380 | Actuarial | $20,000 |
See 1 actuary disclosure with Solo.
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $49,677-100.0% | $358,154-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.4%-37.4pp | 3.6%-3.6pp |
| Annual return | 7.12% | 11.88%-4.8pp | 2.24%+4.9pp | 11.88%-4.8pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $54,559-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $81-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $6,053-100.0% | $637-100.0% |