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 CO2 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $21,488 |
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 | $62,610 | $55,453+12.9% | $170,442-63.3% | $62,292+0.5% |
| Participation rate | 82.9% | 66.4%+16.5pp | 83.6%-0.7pp | 69.5%+13.4pp |
| Annual return | 20.48% | 21.38%-0.9pp | 205.93%-185.5pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,719 | $2,164-20.5% | $5,433-68.3% | $2,042-15.8% |
| Participant deferral / active EE | $4,729 | $2,303+105.4% | $4,939-4.3% | $3,169+49.2% |
| Admin fee / account holder | $106 | $455-76.8% | $13,880-99.2% | $479-78.0% |