Filed November 20, 2007
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 CO2+ years Filed as: FID. INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $54,782 |
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 | $67,177 | $63,905+5.1% | $74,183-9.4% | $57,658+16.5% |
| Participation rate | 96.6% | 79.8%+16.9pp | 76.6%+20.0pp | 70.2%+26.4pp |
| Annual return | 7.56% | 60.60%-53.0pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,707 | $1,840+47.1% | $2,370+14.2% | $1,974+37.1% |
| Participant deferral / active EE | $4,157 | $3,448+20.6% | $3,550+17.1% | $3,061+35.8% |
| Admin fee / account holder | $45 | $91-50.7% | $5,586-99.2% | $95-52.5% |