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 CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $285,979 |
Service code 16 · EIN 43-1451524 | Consulting | $50,230 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $16,250 |
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 | $60,624 | $45,000+34.7% | $143,757-57.8% | $77,904-22.2% |
| Participation rate | 81.7% | 66.8%+14.9pp | 80.3%+1.4pp | 73.7%+8.0pp |
| Annual return | -17.05% | 29.03%-46.1pp | -0.04%-17.0pp | 12.21%-29.3pp |
| Employer contribution / active EE | $2,052 | $1,870+9.8% | $4,951-58.5% | $2,848-27.9% |
| Participant deferral / active EE | $6,759 | $3,157+114.1% | $5,637+19.9% | $4,806+40.6% |
| Admin fee / account holder | $80 | $98-18.3% | $14,673-99.5% | $133-39.3% |