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 CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $68,754 |
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 | $104,831 | $90,410+16.0% | $91,001+15.2% | $77,958+34.5% |
| Participation rate | 97.1% | 86.4%+10.7pp | 75.6%+21.5pp | 71.6%+25.4pp |
| Annual return | 15.81% | 21.34%-5.5pp | 4.60%+11.2pp | 20.87%-5.1pp |
| Employer contribution / active EE | $6,884 | $3,392+103.0% | $2,456+180.3% | $2,310+197.9% |
| Participant deferral / active EE | $7,139 | $4,816+48.3% | $3,547+101.3% | $3,537+101.9% |
| Admin fee / account holder | $79 | $79+0.4% | $5,417-98.5% | $97-18.6% |