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 CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $68,508 |
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 | $102,290 | $134,045-23.7% | $80,019+27.8% | $75,289+35.9% |
| Participation rate | 97.1% | 85.8%+11.4pp | 75.8%+21.3pp | 72.4%+24.7pp |
| Annual return | -3.82% | -0.56%-3.3pp | 11.22%-15.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $7,059 | $3,492+102.1% | $2,468+186.0% | $2,405+193.5% |
| Participant deferral / active EE | $7,665 | $4,976+54.0% | $3,686+108.0% | $3,739+105.0% |
| Admin fee / account holder | $29 | $124-76.7% | $6,521-99.6% | $102-71.7% |