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 15 · EIN 04-2647786 | Recordkeeping | $30,917 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,085 | $105,190+34.1% | $98,907+42.6% | $90,288+56.3% |
| Participation rate | 96.6% | 86.4%+10.3pp | 76.0%+20.6pp | 73.4%+23.3pp |
| Annual return | 12.24% | 18.52%-6.3pp | 196.43%-184.2pp | 53.97%-41.7pp |
| Employer contribution / active EE | $7,289 | $3,831+90.3% | $2,689+171.1% | $2,524+188.8% |
| Participant deferral / active EE | $8,713 | $5,616+55.1% | $4,244+105.3% | $4,232+105.9% |
| Admin fee / account holder | $13 | $97-86.2% | $6,642-99.8% | $114-88.2% |