Filed October 18, 2004 (most recent of 2 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 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 INSTL OPS Service code 17 · EIN 04-2647786 | Pension Consulting | $0 |
FID INV INST OPS CO1 year Filed as: FID INVST INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $55,223 | $52,953+4.3% | $172,739-68.0% | $65,185-15.3% |
| Participation rate | 87.3% | 66.2%+21.1pp | 82.6%+4.6pp | 70.2%+17.1pp |
| Annual return | 21.49% | 30.12%-8.6pp | 802.84%-781.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,904 | $2,190-13.1% | $5,143-63.0% | $2,177-12.5% |
| Participant deferral / active EE | $2,868 | $2,471+16.1% | $5,198-44.8% | $3,514-18.4% |
| Admin fee / account holder | $80 | $472-83.0% | $13,954-99.4% | $847-90.6% |