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 CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,489 |
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 | $75,783 | $71,516+6.0% | $98,439-23.0% | $71,457+6.1% |
| Participation rate | 90.3% | 72.7%+17.6pp | 75.2%+15.2pp | 67.9%+22.4pp |
| Annual return | 18.90% | 32.41%-13.5pp | 21.16%-2.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,402 | $2,399+0.1% | $3,048-21.2% | $2,588-7.2% |
| Participant deferral / active EE | $1,951 | $4,109-52.5% | $4,738-58.8% | $4,289-54.5% |
| Admin fee / account holder | $19 | $1,675-98.8% | $8,948-99.8% | $1,587-98.8% |