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 |
|---|---|---|
FIIOC3+ years Filed as: FIIOC, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $27,406 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,364 | $90,410+200.1% | $91,001+198.2% | $77,958+248.1% |
| Participation rate | 97.7% | 86.4%+11.3pp | 75.6%+22.1pp | 71.6%+26.0pp |
| Annual return | 15.20% | 21.34%-6.1pp | 4.60%+10.6pp | 20.87%-5.7pp |
| Employer contribution / active EE | $11,469 | $3,392+238.1% | $2,456+367.0% | $2,310+396.4% |
| Participant deferral / active EE | $10,978 | $4,816+128.0% | $3,547+209.5% | $3,537+210.4% |
| Admin fee / account holder | $9 | $79-88.8% | $5,417-99.8% | $97-90.9% |