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 CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $685,349 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,006 | $58,202-33.0% | $172,739-77.4% | $89,569-56.5% |
| Participation rate | 81.8% | 72.8%+9.0pp | 82.6%-0.8pp | 69.6%+12.3pp |
| Annual return | 22.88% | 61.59%-38.7pp | 802.84%-780.0pp | 34.56%-11.7pp |
| Employer contribution / active EE | $1,422 | $1,759-19.1% | $5,143-72.3% | $2,584-45.0% |
| Participant deferral / active EE | $2,981 | $3,335-10.6% | $5,198-42.6% | $4,220-29.4% |
| Admin fee / account holder | $31 | $53-41.5% | $13,954-99.8% | $72-57.1% |