Filed April 10, 2017 (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 CO11+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $119,868 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,753 | $118,972+99.8% | $96,707+145.9% | $118,972+99.8% |
| Participation rate | 96.1% | 78.0%+18.1pp | 80.4%+15.7pp | 78.0%+18.1pp |
| Annual return | 19.12% | 15.19%+3.9pp | 34.78%-15.7pp | 15.19%+3.9pp |
| Employer contribution / active EE | $7,957 | $3,776+110.7% | $4,191+89.8% | $3,776+110.7% |
| Participant deferral / active EE | $10,872 | $6,017+80.7% | $5,997+81.3% | $6,017+80.7% |
| Admin fee / account holder | $12 | $127-90.5% | $7,503-99.8% | $127-90.5% |