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 CO4 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$2,726 |
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 | $185,235 | $85,202+117.4% | $172,739+7.2% | $72,985+153.8% |
| Participation rate | 80.3% | 70.1%+10.2pp | 82.6%-2.4pp | 69.5%+10.8pp |
| Annual return | 205.99% | 27.32%+178.7pp | 802.84%-596.9pp | 81.00%+125.0pp |
| Employer contribution / active EE | $915 | $3,324-72.5% | $5,143-82.2% | $2,440-62.5% |
| Participant deferral / active EE | $4,569 | $3,260+40.2% | $5,198-12.1% | $3,607+26.7% |
| Admin fee / account holder | $2 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |