Filed December 19, 1995 (most recent of 2 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 Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,215 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,416 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,591 | $72,607-15.2% | $90,749-32.1% | $66,914-8.0% |
| Participation rate | 82.6% | 73.7%+9.0pp | 75.7%+6.9pp | 69.8%+12.8pp |
| Annual return | -17.93% | -12.28%-5.6pp | -12.16%-5.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,707 | $2,369-27.9% | $2,921-41.6% | $2,544-32.9% |
| Participant deferral / active EE | $1,789 | $3,977-55.0% | $4,564-60.8% | $4,237-57.8% |
| Admin fee / account holder | $15 | $707-97.8% | $8,445-99.8% | $593-97.4% |