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 CO9+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $29,352 |
FID INV INST OPS CO9+ 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 | $179,105 | $103,482+73.1% | $112,887+58.7% | $103,482+73.1% |
| Participation rate | 96.6% | 73.3%+23.3pp | 80.5%+16.1pp | 73.3%+23.3pp |
| Annual return | 18.87% | 33.11%-14.2pp | 34.10%-15.2pp | 33.11%-14.2pp |
| Employer contribution / active EE | $6,396 | $3,208+99.4% | $4,563+40.2% | $3,208+99.4% |
| Participant deferral / active EE | $9,767 | $5,207+87.6% | $6,513+50.0% | $5,207+87.6% |
| Admin fee / account holder | $12 | $114-89.4% | $7,047-99.8% | $114-89.4% |