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 CO8+ years Filed as: FID INV INST OPS CO, INC Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO8+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$95,245 |
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 | $156,076 | $78,044+100.0% | $93,789+66.4% | $78,044+100.0% |
| Participation rate | 96.5% | 74.4%+22.0pp | 81.0%+15.5pp | 74.4%+22.0pp |
| Annual return | -15.94% | 10.87%-26.8pp | -11.33%-4.6pp | 10.87%-26.8pp |
| Employer contribution / active EE | $5,534 | $3,125+77.1% | $4,323+28.0% | $3,125+77.1% |
| Participant deferral / active EE | $9,427 | $5,084+85.4% | $6,094+54.7% | $5,084+85.4% |
| Admin fee / account holder | -$10 | $79-112.5% | $7,195-100.1% | $79-112.5% |