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 CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $144,308 |
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 | $41,045 | $44,626-8.0% | $86,188-52.4% | $80,160-48.8% |
| Participation rate | 71.2% | 63.5%+7.7pp | 69.0%+2.2pp | 72.9%-1.7pp |
| Annual return | 12.11% | 19.61%-7.5pp | 1168.45%-1156.3pp | 40.38%-28.3pp |
| Employer contribution / active EE | $1,056 | $1,099-3.9% | $2,380-55.6% | $2,978-64.5% |
| Participant deferral / active EE | $1,983 | $2,769-28.4% | $3,985-50.2% | $5,017-60.5% |
| Admin fee / account holder | $39 | $133-70.4% | $6,852-99.4% | $145-72.8% |