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 CO11+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $119,868 |
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 | $237,753 | $117,739+101.9% | $100,534+136.5% | $117,739+101.9% |
| Participation rate | 96.1% | 76.6%+19.4pp | 80.6%+15.5pp | 76.6%+19.4pp |
| Annual return | 19.12% | 17.29%+1.8pp | 32.66%-13.5pp | 17.29%+1.8pp |
| Employer contribution / active EE | $7,957 | $3,746+112.4% | $4,346+83.1% | $3,746+112.4% |
| Participant deferral / active EE | $10,872 | $6,128+77.4% | $6,144+77.0% | $6,128+77.4% |
| Admin fee / account holder | $12 | $112-89.2% | $7,654-99.8% | $112-89.2% |