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 CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,077,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,722 | $83,057-61.8% | $143,757-77.9% | $89,394-64.5% |
| Participation rate | 95.7% | 74.0%+21.7pp | 80.3%+15.4pp | 71.3%+24.5pp |
| Annual return | -15.58% | -13.97%-1.6pp | -0.04%-15.5pp | -11.89%-3.7pp |
| Employer contribution / active EE | $2,596 | $2,095+23.9% | $4,951-47.6% | $3,022-14.1% |
| Participant deferral / active EE | $4,576 | $4,281+6.9% | $5,637-18.8% | $5,123-10.7% |
| Admin fee / account holder | $28 | $83-66.3% | $14,673-99.8% | $79-64.8% |