Filed November 21, 2006
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 Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $169,972 |
FID INV INST OPS CO8+ years Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,734 | $95,388+196.4% | $125,339+125.6% | $77,904+262.9% |
| Participation rate | 84.7% | 78.6%+6.1pp | 82.4%+2.4pp | 73.7%+11.0pp |
| Annual return | -11.34% | 116.19%-127.5pp | 572.05%-583.4pp | 12.21%-23.5pp |
| Employer contribution / active EE | $1 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $11,191 | $7,711+45.1% | $7,446+50.3% | $4,806+132.9% |
| Admin fee / account holder | $33 | $119-72.1% | $10,010-99.7% | $133-75.0% |