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 CO4+ years Filed as: FID. INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $53,201 |
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 | $71,487 | $65,118+9.8% | $76,768-6.9% | $55,725+28.3% |
| Participation rate | 92.2% | 79.6%+12.6pp | 77.0%+15.3pp | 70.9%+21.4pp |
| Annual return | -4.69% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,860 | $1,941+98.9% | $2,485+55.3% | $2,078+85.8% |
| Participant deferral / active EE | $5,420 | $3,688+47.0% | $3,852+40.7% | $3,356+61.5% |
| Admin fee / account holder | $43 | $116-63.3% | $6,675-99.4% | $115-63.0% |