Filed September 23, 1992
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 CO1 year Filed as: FID INV INST. OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $82,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,239 | $129,021+13.3% | $184,203-20.6% | $77,643+88.3% |
| Participation rate | 99.8% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.2pp |
| Annual return | 15.72% | 33.27%-17.6pp | 28.81%-13.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,413 | $4,413+22.7% | $6,427-15.8% | $2,726+98.6% |
| Participant deferral / active EE | $4,448 | $7,297-39.0% | $9,131-51.3% | $4,647-4.3% |
| Admin fee / account holder | $90 | $254-64.5% | $13,901-99.4% | $430-79.1% |