Filed July 27, 2011 (most recent of 5 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 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 CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,422 | $67,411+63.8% | $91,001+21.3% | $70,131+57.5% |
| Participation rate | 84.2% | 71.4%+12.8pp | 75.6%+8.6pp | 69.5%+14.7pp |
| Annual return | 13.47% | -40.16%+53.6pp | 4.60%+8.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,578 | $1,786-11.6% | $2,456-35.7% | $2,342-32.6% |
| Participant deferral / active EE | $6,231 | $2,823+120.7% | $3,547+75.6% | $3,332+87.0% |
| Admin fee / account holder | $8 | $4,236-99.8% | $5,417-99.9% | $4,645-99.8% |