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 CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $16,561 |
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 | $103,748 | $76,000+36.5% | $154,107-32.7% | $64,186+61.6% |
| Participation rate | 80.3% | 70.4%+9.8pp | 83.0%-2.8pp | 69.6%+10.7pp |
| Annual return | 2.44% | 30.32%-27.9pp | 735.12%-732.7pp | 7.63%-5.2pp |
| Employer contribution / active EE | $3,059 | $3,351-8.7% | $5,298-42.3% | $2,381+28.5% |
| Participant deferral / active EE | $8,118 | $3,175+155.7% | $5,081+59.8% | $3,470+134.0% |
| Admin fee / account holder | $162 | $5,596-97.1% | $13,411-98.8% | $4,888-96.7% |