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 CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $80,893 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,865 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $17,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,981 | $50,127+61.6% | $149,673-45.9% | $80,160+1.0% |
| Participation rate | 68.2% | 64.3%+3.9pp | 78.8%-10.6pp | 72.9%-4.7pp |
| Annual return | 19.43% | 29.82%-10.4pp | 134.42%-115.0pp | 40.38%-21.0pp |
| Employer contribution / active EE | $2,121 | $1,865+13.8% | $4,818-56.0% | $2,978-28.8% |
| Participant deferral / active EE | $6,963 | $3,194+118.0% | $5,680+22.6% | $5,017+38.8% |
| Admin fee / account holder | $83 | $153-45.8% | $13,210-99.4% | $145-42.9% |