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 CO2+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $121,537 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $106,148 |
FID INV INST OPS CO2+ years Filed as: FID INV INST OPS CO, INC Service code 60 | Sub-TA Fees | $0 |
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 | $135,481 | $65,292+107.5% | $88,497+53.1% | $65,292+107.5% |
| Participation rate | 95.4% | 72.4%+23.0pp | 82.4%+13.0pp | 72.4%+23.0pp |
| Annual return | 11.73% | 11.84%-0.1pp | 7.63%+4.1pp | 11.84%-0.1pp |
| Employer contribution / active EE | $4,044 | $2,302+75.7% | $4,036+0.2% | $2,302+75.7% |
| Participant deferral / active EE | $6,719 | $3,579+87.8% | $4,899+37.1% | $3,579+87.8% |
| Admin fee / account holder | $29 | $57-49.2% | $6,220-99.5% | $57-49.2% |