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 CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $870,097 |
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 | $36,391 | $66,513-45.3% | $178,490-79.6% | $106,222-65.7% |
| Participation rate | 95.0% | 73.8%+21.3pp | 81.9%+13.1pp | 70.8%+24.2pp |
| Annual return | 18.46% | 21.81%-3.4pp | 151.07%-132.6pp | 21.69%-3.2pp |
| Employer contribution / active EE | $2,256 | $1,776+27.0% | $5,011-55.0% | $2,723-17.2% |
| Participant deferral / active EE | $3,590 | $3,679-2.4% | $5,202-31.0% | $4,600-22.0% |
| Admin fee / account holder | $30 | $53-44.3% | $13,984-99.8% | $78-62.0% |