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 CO7+ years Filed as: FID INV INST OPS CO, INC Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO7+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$118,303 |
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 | $191,314 | $101,517+88.5% | $119,258+60.4% | $101,517+88.5% |
| Participation rate | 96.3% | 74.6%+21.7pp | 82.7%+13.5pp | 74.6%+21.7pp |
| Annual return | 15.15% | 21.00%-5.8pp | 30.69%-15.5pp | 21.00%-5.8pp |
| Employer contribution / active EE | $4,483 | $2,973+50.8% | $4,384+2.3% | $2,973+50.8% |
| Participant deferral / active EE | $8,811 | $4,873+80.8% | $6,111+44.2% | $4,873+80.8% |
| Admin fee / account holder | $3 | $139-97.7% | $7,226-100.0% | $139-97.7% |