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 CO5+ years Filed as: FID. INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $43,562 |
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 | $81,021 | $73,404+10.4% | $87,100-7.0% | $67,579+19.9% |
| Participation rate | 93.4% | 80.9%+12.6pp | 76.9%+16.6pp | 71.3%+22.2pp |
| Annual return | 22.06% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $3,791 | $2,014+88.3% | $2,521+50.4% | $2,148+76.5% |
| Participant deferral / active EE | $5,727 | $3,913+46.4% | $4,049+41.5% | $3,539+61.8% |
| Admin fee / account holder | $36 | $142-74.8% | $7,497-99.5% | $142-74.9% |