Filed January 29, 2006 (most recent of 4 filings on file)
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 Service code 14 · EIN 04-2647786 | Plan Administrator | $138,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,055 | $430,560-23.8% | $98,907+231.7% | $106,222+208.8% |
| Participation rate | 95.6% | 86.2%+9.4pp | 76.0%+19.6pp | 70.8%+24.8pp |
| Annual return | 10.67% | 17.89%-7.2pp | 196.43%-185.8pp | 21.69%-11.0pp |
| Employer contribution / active EE | $11,544 | $6,804+69.7% | $2,689+329.3% | $2,723+323.9% |
| Participant deferral / active EE | $13,638 | $9,623+41.7% | $4,244+221.3% | $4,600+196.5% |
| Admin fee / account holder | $7 | $220-96.8% | $6,642-99.9% | $78-90.9% |