Filed October 18, 2004 (most recent of 4 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 CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $390,615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,532 | $46,969-24.3% | $154,107-76.9% | $73,367-51.6% |
| Participation rate | 82.1% | 72.4%+9.7pp | 83.0%-0.9pp | 69.5%+12.6pp |
| Annual return | -4.11% | 821.68%-825.8pp | 735.12%-739.2pp | 173.45%-177.6pp |
| Employer contribution / active EE | $1,446 | $1,723-16.1% | $5,298-72.7% | $2,499-42.1% |
| Participant deferral / active EE | $2,910 | $3,162-8.0% | $5,081-42.7% | $4,033-27.8% |
| Admin fee / account holder | $21 | $47-55.8% | $13,411-99.8% | $68-69.9% |