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 CO5 years Filed as: FID INV INSTL OPS Service code 17 · EIN 04-2647786 | Pension Consulting | $14,181 |
FID INV INST OPS CO5 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 | $86,610 | $61,272+41.4% | $149,673-42.1% | $71,457+21.2% |
| Participation rate | 91.0% | 62.5%+28.5pp | 78.8%+12.3pp | 67.9%+23.1pp |
| Annual return | 18.71% | 35.85%-17.1pp | 134.42%-115.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,099 | $2,378-11.7% | $4,818-56.4% | $2,588-18.9% |
| Participant deferral / active EE | $3,398 | $2,917+16.5% | $5,680-40.2% | $4,289-20.8% |
| Admin fee / account holder | $66 | $1,261-94.8% | $13,210-99.5% | $1,587-95.8% |