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 CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $163,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,676 | $39,973-10.8% | $79,550-55.2% | $77,904-54.2% |
| Participation rate | 69.8% | 64.6%+5.2pp | 69.5%+0.3pp | 73.7%-3.9pp |
| Annual return | -10.65% | 3.42%-14.1pp | 0.16%-10.8pp | 12.21%-22.9pp |
| Employer contribution / active EE | $991 | $1,088-8.9% | $2,413-58.9% | $2,848-65.2% |
| Participant deferral / active EE | $1,854 | $2,774-33.2% | $3,985-53.5% | $4,806-61.4% |
| Admin fee / account holder | $45 | $113-60.3% | $6,832-99.3% | $133-66.2% |