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 CO2 years Filed as: FID INV INSTL OPS Service code 17 · EIN 04-2647786 | Pension Consulting | $11,425 |
FID INV INST OPS CO2 years 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 | $75,797 | $58,879+28.7% | $178,490-57.5% | $73,488+3.1% |
| Participation rate | 95.2% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 14.69% | 24.86%-10.2pp | 151.07%-136.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,640 | $2,236-26.7% | $5,011-67.3% | $2,270-27.8% |
| Participant deferral / active EE | $2,768 | $2,567+7.8% | $5,202-46.8% | $3,740-26.0% |
| Admin fee / account holder | $53 | $400-86.6% | $13,984-99.6% | $513-89.6% |