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 CO8+ years Filed as: FID. INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $148,896 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,202 | $130,141-42.2% | $86,677-13.2% | $77,904-3.5% |
| Participation rate | 85.7% | 85.9%-0.2pp | 76.6%+9.2pp | 73.7%+12.1pp |
| Annual return | 2.00% | -12.75%+14.8pp | 35.91%-33.9pp | 12.21%-10.2pp |
| Employer contribution / active EE | $2,145 | $3,220-33.4% | $2,836-24.4% | $2,848-24.7% |
| Participant deferral / active EE | $4,880 | $5,757-15.2% | $4,656+4.8% | $4,806+1.5% |
| Admin fee / account holder | $61 | $132-53.9% | $7,493-99.2% | $133-54.2% |