Filed May 17, 2005 (most recent of 3 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 |
|---|---|---|
FIIOC1+ years Filed as: FIIOC, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $6,050 |
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 | $124,389 | $81,321+53.0% | $68,509+81.6% | $59,188+110.2% |
| Participation rate | 90.2% | 83.8%+6.4pp | 74.7%+15.5pp | 69.4%+20.8pp |
| Annual return | 0.77% | 4.65%-3.9pp | 8.27%-7.5pp | 5.51%-4.7pp |
| Employer contribution / active EE | $3,342 | $3,297+1.4% | $2,278+46.7% | $2,098+59.3% |
| Participant deferral / active EE | $5,546 | $4,592+20.8% | $3,382+64.0% | $3,265+69.9% |
| Admin fee / account holder | $8 | $62-86.4% | $5,275-99.8% | $92-90.9% |