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 CO6+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $86,788 |
FID INV INST OPS CO6+ 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 | $178,061 | $93,223+91.0% | $112,977+57.6% | $93,223+91.0% |
| Participation rate | 96.1% | 74.9%+21.2pp | 82.6%+13.5pp | 74.9%+21.2pp |
| Annual return | 15.43% | 19.29%-3.9pp | 24.24%-8.8pp | 19.29%-3.9pp |
| Employer contribution / active EE | $5,241 | $2,680+95.6% | $4,255+23.2% | $2,680+95.6% |
| Participant deferral / active EE | $9,507 | $4,563+108.3% | $5,836+62.9% | $4,563+108.3% |
| Admin fee / account holder | $21 | $79-73.7% | $6,294-99.7% | $79-73.7% |