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 CO7+ years Filed as: FID. INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $122,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,145 | $144,996-30.2% | $111,297-9.1% | $93,030+8.7% |
| Participation rate | 88.3% | 86.2%+2.2pp | 77.3%+11.0pp | 73.9%+14.4pp |
| Annual return | 22.65% | 18.26%+4.4pp | 54.65%-32.0pp | 158.70%-136.1pp |
| Employer contribution / active EE | $2,647 | $3,056-13.4% | $2,731-3.1% | $2,706-2.2% |
| Participant deferral / active EE | $4,983 | $5,587-10.8% | $4,487+11.0% | $4,562+9.2% |
| Admin fee / account holder | $64 | $103-38.5% | $7,964-99.2% | $152-58.1% |