Filed May 19, 1998
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 | Sub-TA Fees | $0 |
FID INV INST OPS CO3+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$19,181 |
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 | $140,804 | $61,660+128.4% | $80,019+76.0% | $64,186+119.4% |
| Participation rate | 88.9% | 71.7%+17.2pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | -5.06% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,727 | $1,810+105.8% | $2,468+51.0% | $2,381+56.5% |
| Participant deferral / active EE | $9,054 | $2,968+205.1% | $3,686+145.6% | $3,470+160.9% |
| Admin fee / account holder | -$146 | $5,417-102.7% | $6,521-102.2% | $4,888-103.0% |