Filed December 29, 2008 (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 CO1 year Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $19,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,217 | $46,732-24.6% | $156,549-77.5% | $55,167-36.2% |
| Participation rate | 65.4% | 65.8%-0.4pp | 84.0%-18.7pp | 69.0%-3.6pp |
| Annual return | 7.99% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,338 | $2,105-36.4% | $5,501-75.7% | $1,963-31.8% |
| Participant deferral / active EE | $4,094 | $2,204+85.7% | $4,871-16.0% | $3,054+34.0% |
| Admin fee / account holder | $63 | $418-84.9% | $13,027-99.5% | $504-87.5% |