Filed March 17, 2003
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 CO6 years Service code 37 · EIN 04-2647786 | Loan Processing | $235,194 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $45,350 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $17,008 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,883 | $53,136+71.0% | $155,509-41.6% | $199,593-54.5% |
| Participation rate | 99.7% | 64.1%+35.6pp | 78.2%+21.5pp | 72.0%+27.7pp |
| Annual return | 31.62% | 41.15%-9.5pp | 64.67%-33.0pp | 34.25%-2.6pp |
| Employer contribution / active EE | $2,380 | $1,851+28.6% | $4,672-49.1% | $3,034-21.6% |
| Participant deferral / active EE | $8,073 | $3,161+155.4% | $5,626+43.5% | $5,087+58.7% |
| Admin fee / account holder | $68 | $185-63.6% | $15,912-99.6% | $269-74.9% |