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 CO9+ years Filed as: FID. INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $151,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,314 | $104,697-17.6% | $96,544-10.6% | $80,160+7.7% |
| Participation rate | 90.2% | 86.4%+3.8pp | 76.0%+14.2pp | 72.9%+17.2pp |
| Annual return | 20.96% | 21.78%-0.8pp | 25.84%-4.9pp | 40.38%-19.4pp |
| Employer contribution / active EE | $3,730 | $3,536+5.5% | $2,965+25.8% | $2,978+25.3% |
| Participant deferral / active EE | $5,465 | $6,188-11.7% | $4,851+12.7% | $5,017+8.9% |
| Admin fee / account holder | $61 | $107-43.1% | $8,252-99.3% | $145-58.1% |