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 CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $80,422 |
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 | $125,081 | $96,403+29.7% | $93,606+33.6% | $77,787+60.8% |
| Participation rate | 96.5% | 87.6%+8.9pp | 75.8%+20.7pp | 73.2%+23.3pp |
| Annual return | 19.62% | 39.36%-19.7pp | 32.76%-13.1pp | 32.57%-13.0pp |
| Employer contribution / active EE | $6,915 | $3,616+91.3% | $2,718+154.4% | $2,504+176.1% |
| Participant deferral / active EE | $8,045 | $5,341+50.6% | $4,069+97.7% | $3,967+102.8% |
| Admin fee / account holder | $34 | $90-62.2% | $7,888-99.6% | $100-66.2% |