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 CO6+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO5+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$24,433 |
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 | $191,646 | $81,208+136.0% | $98,907+93.8% | $79,858+140.0% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 14.35% | 60.99%-46.6pp | 196.43%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,118 | $1,960+59.1% | $2,689+16.0% | $2,471+26.2% |
| Participant deferral / active EE | $7,969 | $3,265+144.1% | $4,244+87.8% | $3,740+113.1% |
| Admin fee / account holder | -$181 | $6,013-103.0% | $6,642-102.7% | $5,306-103.4% |