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 CO5+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO4+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$20,917 |
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 | $168,466 | $76,367+120.6% | $93,606+80.0% | $72,985+130.8% |
| Participation rate | 90.8% | 71.7%+19.0pp | 75.8%+15.0pp | 69.5%+21.3pp |
| Annual return | 22.85% | 25.82%-3.0pp | 32.76%-9.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,272 | $2,275+43.8% | $2,718+20.4% | $2,440+34.1% |
| Participant deferral / active EE | $8,686 | $3,538+145.5% | $4,069+113.5% | $3,607+140.8% |
| Admin fee / account holder | -$22 | $6,838-100.3% | $7,888-100.3% | $5,124-100.4% |