Filed January 15, 2025 (most recent of 2 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT CO Service code 27 · EIN 20-4659714 | Advisory (Plan) | $170,922 |
FID INV INST OPS CO2 years Service code 11 · EIN 04-3532603 | Actuarial | $33,338 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 3.17% | 8.17%-5.0pp | 9.14%-6.0pp | 7.65%-4.5pp |
| Employer contribution / active EE | $0 | $17,261-100.0% | $40,544-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |