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 CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $61,723 |
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 | $89,416 | $82,279+8.7% | $77,999+14.6% | $63,975+39.8% |
| Participation rate | 97.7% | 84.7%+13.0pp | 75.5%+22.2pp | 71.1%+26.6pp |
| Annual return | 6.83% | 11.20%-4.4pp | 425.96%-419.1pp | 48.65%-41.8pp |
| Employer contribution / active EE | $6,643 | $3,297+101.5% | $2,470+168.9% | $2,182+204.5% |
| Participant deferral / active EE | $6,519 | $4,538+43.6% | $3,497+86.4% | $3,356+94.2% |
| Admin fee / account holder | $80 | $81-1.5% | $5,480-98.5% | $70+13.8% |