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 CO10+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $54,720 |
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 | $205,081 | $99,062+107.0% | $103,476+98.2% | $99,062+107.0% |
| Participation rate | 96.4% | 71.6%+24.8pp | 80.5%+15.9pp | 71.6%+24.8pp |
| Annual return | 19.73% | 17.66%+2.1pp | 23.90%-4.2pp | 17.66%+2.1pp |
| Employer contribution / active EE | $7,192 | $3,262+120.5% | $4,672+53.9% | $3,262+120.5% |
| Participant deferral / active EE | $10,170 | $5,331+90.8% | $6,623+53.6% | $5,331+90.8% |
| Admin fee / account holder | $6 | $109-94.9% | $9,413-99.9% | $109-94.9% |