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 CO4+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$37,187 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,806 | $88,874+78.7% | $123,544+28.5% | $75,289+110.9% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.3%+15.8pp | 72.4%+25.6pp |
| Annual return | -3.85% | 4.22%-8.1pp | 119.20%-123.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $10,018 | $3,256+207.7% | $4,628+116.5% | $2,405+316.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |