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 CO6+ years Filed as: FID. INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $66,704 |
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 | $99,339 | $176,491-43.7% | $95,952+3.5% | $90,288+10.0% |
| Participation rate | 94.1% | 86.6%+7.5pp | 77.1%+17.0pp | 73.4%+20.7pp |
| Annual return | 84.42% | 20.14%+64.3pp | 91.61%-7.2pp | 53.97%+30.5pp |
| Employer contribution / active EE | $2,511 | $2,789-10.0% | $2,541-1.2% | $2,524-0.5% |
| Participant deferral / active EE | $5,534 | $5,340+3.6% | $4,167+32.8% | $4,232+30.7% |
| Admin fee / account holder | $38 | $154-75.1% | $6,795-99.4% | $114-66.4% |