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 CO6 years Filed as: FID INV INSTL OPS Service code 17 · EIN 04-2647786 | Pension Consulting | $9,120 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,104 | $55,415+78.8% | $155,509-36.3% | $74,495+33.0% |
| Participation rate | 86.3% | 61.9%+24.4pp | 78.2%+8.1pp | 67.2%+19.1pp |
| Annual return | 13.59% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,405 | $2,267+6.1% | $4,672-48.5% | $2,623-8.3% |
| Participant deferral / active EE | $4,007 | $2,836+41.3% | $5,626-28.8% | $4,346-7.8% |
| Admin fee / account holder | $58 | $1,738-96.6% | $15,912-99.6% | $1,942-97.0% |