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 CO3 years Filed as: FID INV INSTL OPS Service code 17 · EIN 04-2647786 | Pension Consulting | $11,182 |
FID INV INST OPS CO3 years Filed as: FID INVST INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,408 | $61,156+24.9% | $185,823-58.9% | $79,386-3.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.38% | 19.45%-4.1pp | 122.05%-106.7pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,737 | $2,321-25.1% | $5,167-66.4% | $2,427-28.4% |
| Participant deferral / active EE | $2,758 | $2,789-1.1% | $5,568-50.5% | $4,046-31.8% |
| Admin fee / account holder | $47 | $710-93.4% | $16,237-99.7% | $626-92.5% |