Filed June 14, 2016 (most recent of 4 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 7-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 37 · EIN 04-2647786 | Loan Processing | $101,283 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,819 | $44,989+101.9% | $170,442-46.7% | $77,958+16.5% |
| Participation rate | 75.0% | 64.6%+10.4pp | 83.6%-8.6pp | 71.6%+3.4pp |
| Annual return | 16.98% | 19.61%-2.6pp | 205.93%-188.9pp | 20.87%-3.9pp |
| Employer contribution / active EE | $736 | $1,466-49.8% | $5,433-86.4% | $2,310-68.1% |
| Participant deferral / active EE | $1,334 | $2,208-39.6% | $4,939-73.0% | $3,537-62.3% |
| Admin fee / account holder | $30 | $69-56.3% | $13,880-99.8% | $97-69.1% |