Filed August 7, 2013 (most recent of 8 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 CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $181,718 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,313 | $48,698-4.9% | $93,606-50.5% | $199,593-76.8% |
| Participation rate | 72.8% | 63.5%+9.3pp | 68.7%+4.1pp | 72.0%+0.8pp |
| Annual return | 9.30% | 15.34%-6.0pp | 133.20%-123.9pp | 34.25%-25.0pp |
| Employer contribution / active EE | $1,113 | $1,135-1.9% | $2,420-54.0% | $3,034-63.3% |
| Participant deferral / active EE | $2,085 | $2,817-26.0% | $4,411-52.7% | $5,087-59.0% |
| Admin fee / account holder | $51 | $195-73.9% | $8,285-99.4% | $269-81.1% |